Morningstar

Franklin International Low Volatility High Dividend Index ETF LVHI

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub

Morningstar’s Analysis LVHI

Will LVHI outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LVHI’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LVHI management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of LVHI’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Franklin Intl Low Volatility Hi Div ETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings LVHI

More LVHI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Usd Forward Cash/Ccy Contract Purchased

96.26 6B
Derivative

Shell PLC

2.88 184M
Energy

Suncor Energy Inc

2.74 175M
Energy

Canadian Natural Resources Ltd

2.70 172M
Energy

Bank of Nova Scotia

2.30 147M
Financial Services

Unilever PLC

2.27 145M
Consumer Defensive

BHP Group Ltd

2.04 130M
Basic Materials

Novartis AG Registered Shares

2.03 130M
Healthcare

Canadian Imperial Bank of Commerce

1.97 126M
Financial Services

Intesa Sanpaolo

1.89 120M
Financial Services

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