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Clearbridge Focus Value ESG ETF CFCV

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

Morningstar’s Analysis CFCV

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

  • People Pillar

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

A decline in People Pillar rating is the primary driver of Clearbridge Focus Value ESG ETF's downgrade to a Morningstar Medalist Rating of Neutral from Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CFCV

More CFCV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 43.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Intel Corp

5.22 177,673
Technology

Bank of America Corp

5.03 171,245
Financial Services

JPMorgan Chase & Co

4.77 162,364
Financial Services

McKesson Corp

4.47 152,152
Healthcare

CVS Health Corp

4.46 151,886
Healthcare

Charles Schwab Corp

4.15 141,282
Financial Services

Sempra

4.07 138,606
Utilities

Microchip Technology Inc

3.94 134,025
Technology

Johnson & Johnson

3.72 126,827
Healthcare

WEC Energy Group Inc

3.61 122,858
Utilities