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Morningstar

Franklin Intl Low Volatility Hi Div ETF LVHI

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

Morningstar’s Analysis LVHI

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

People Pillar

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

Decreased confidence in Franklin Intl Low Volatility Hi Div ETF's prospects relative to its Morningstar Category peers results in a downgrade in this strategy's Morningstar Medalist Rating to Bronze from Silver.

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 LVHI

More LVHI Holdings
  • Current Portfolio Date
  • Equity Holdings 117
  • Bond Holdings 0
  • Other Holdings 31
  • % Assets in Top 10 Holdings 27.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Usd Forward Cash/Ccy Contract Purchased

94.34
608,808,858
Derivative

Japan Tobacco Inc

3.13
20,212,355
Consumer Defensive

Stellantis NV

2.87
18,530,594
Consumer Cyclical

SoftBank Corp

2.80
18,095,858
Communication Services

Pembina Pipeline Corp

2.68
17,298,035
Energy

Iberdrola SA

2.65
17,114,374
Utilities

BHP Group Ltd

2.63
16,997,614
Basic Materials

National Grid PLC

2.63
16,971,203
Utilities

Holcim Ltd

2.61
16,868,172
Basic Materials

Zurich Insurance Group AG

2.60
16,810,429
Financial Services