Morningstar

Franklin S&P 500 Paris Aligned Climate UCITS ETF 500P

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

Morningstar’s Analysis 500P

Will 500P outperform in the 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 500P’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the 500P 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 500P’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Franklin S&P 500 Paris Aligned Clmt ETF holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings 500P

More 500P Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.99 29M
Technology

Microsoft Corp

5.63 20M
Technology

Apple Inc

5.12 18M
Technology

Alphabet Inc Class A

3.16 11M
Communication Services

Advanced Micro Devices Inc

2.90 10M
Technology

Visa Inc Class A

2.84 10M
Financial Services

AbbVie Inc

2.81 10M
Healthcare

Mastercard Inc Class A

2.61 9M
Financial Services

Lam Research Corp

2.61 9M
Technology

Cisco Systems Inc

2.60 9M
Technology

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