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Franklin US Core Dividend Tilt Index ETF UDIV

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

Morningstar’s Analysis UDIV

Will UDIV outperform in 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.

The combination of an Average People Pillar rating and a Low Process Pillar rating limit Franklin US Core Dividend Tilt Index ETF to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings UDIV

More UDIV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.33 4.2 Mil
Technology

Apple Inc

5.79 3.3 Mil
Technology

NVIDIA Corp

4.10 2.4 Mil
Technology

Amazon.com Inc

3.88 2.2 Mil
Consumer Cyclical

Meta Platforms Inc Class A

2.38 1.4 Mil
Communication Services

Alphabet Inc Class A

2.07 1.2 Mil
Communication Services

Alphabet Inc Class C

1.88 1.1 Mil
Communication Services

Broadcom Inc

1.62 939,161
Technology

Eli Lilly and Co

1.40 811,776
Healthcare

JPMorgan Chase & Co

1.35 778,475
Financial Services