Morningstar

Franklin U.S. Core Dividend Tilt Index ETF UDIV

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

Morningstar’s Analysis UDIV

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Franklin US Core Dividend Tilt Index 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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings UDIV

More UDIV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 37.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

7.56 12M
Technology

NVIDIA Corp

7.16 11M
Technology

Microsoft Corp

6.07 10M
Technology

Amazon.com Inc

3.70 6M
Consumer Cyclical

Alphabet Inc Class A

2.79 4M
Communication Services

Broadcom Inc

2.49 4M
Technology

Alphabet Inc Class C

2.23 4M
Communication Services

Meta Platforms Inc Class A

1.95 3M
Communication Services

Tesla Inc

1.63 3M
Consumer Cyclical

Eli Lilly and Co

1.45 2M
Healthcare

Sponsor Center