Morningstar

Franklin U.S. Low Volatility High Dividend Index ETF LVHD

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

Morningstar’s Analysis LVHD

Will LVHD 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 LVHD’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LVHD 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 LVHD’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Franklin U.S. Low Volatility Hi Div ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings LVHD

More LVHD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Chevron Corp

2.93 19M
Energy

Coca-Cola Co

2.92 19M
Consumer Defensive

Johnson & Johnson

2.77 18M
Healthcare

Procter & Gamble Co

2.68 17M
Consumer Defensive

Kimberly-Clark Corp

2.66 17M
Consumer Defensive

Altria Group Inc

2.65 17M
Consumer Defensive

Lockheed Martin Corp

2.51 16M
Industrials

U.S. Bancorp

2.48 16M
Financial Services

PepsiCo Inc

2.48 16M
Consumer Defensive

Verizon Communications Inc

2.45 16M
Communication Services

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