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Clearbridge Focus Value ESG ETF CFCV

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.

Clearbridge Focus Value ESG ETF’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

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Morningstar Manager Research

Summary

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

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Portfolio Holdings CFCV

  • Current Portfolio Date
  • Equity Holdings 35
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 39.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
5.07
156,332
Technology
4.49
138,313
Financial Services
4.41
136,021
Healthcare
4.11
126,809
Utilities

U.S. Dollar

3.88
119,690
Cash and Equivalents
3.84
118,327
Financial Services
3.76
115,884
Industrials
3.52
108,478
Communication Services
3.33
102,597
Technology
3.31
102,140
Basic Materials