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ClearBridge Sustainable Infras ETF INFR

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

Morningstar’s Analysis INFR

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

  • People Pillar

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit ClearBridge Sustainable Infras ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings INFR

More INFR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 39.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NextEra Energy Inc

5.12 409,690
Utilities

CSX Corp

4.59 366,764
Industrials

Eversource Energy

3.89 311,148
Utilities

Getlink SE Act. Provenant Regroupement

3.81 304,688
Industrials

EDP - Energias de Portugal SA

3.78 301,994
Utilities

Orsted A/S

3.78 301,843
Utilities

Redeia Corporacion SA

3.74 299,099
Utilities

Severn Trent PLC

3.64 290,957
Utilities

Crown Castle Inc

3.63 290,374
Real Estate

National Grid PLC

3.48 278,213
Utilities