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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.

Franklin Intl Low Volatility Hi Div ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of 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 —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 25.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Usd Forward Cash/Ccy Contract Purchased

100.32 853.9 Mil
Derivative

TotalEnergies SE

2.74 23.3 Mil
Energy

Mercedes-Benz Group AG

2.66 22.6 Mil
Consumer Cyclical

DBS Group Holdings Ltd

2.58 21.9 Mil
Financial Services

Bayerische Motoren Werke AG

2.56 21.8 Mil
Consumer Cyclical

Stellantis NV

2.56 21.8 Mil
Consumer Cyclical

Eni SpA

2.56 21.8 Mil
Energy

Japan Tobacco Inc

2.49 21.2 Mil
Consumer Defensive

Pembina Pipeline Corp

2.47 21.0 Mil
Energy

Volkswagen AG Participating Preferred

2.46 20.9 Mil
Consumer Cyclical