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Franklin U.S. Low Volatility Hi Div ETF LVHD

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

Morningstar’s Analysis LVHD

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

  • People Pillar

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

Risk-controlled dividend strategy.

Analyst Zachary Evens

Zachary Evens

Analyst

Summary

Franklin U.S. Low Volatility High Dividend ETF LVHD attempts to strike a delicate balance between offering an attractive yield while also maintaining below-average risk. Its portfolio of stable dividend-payers should offer solid downside protection while delivering competitive payouts.

by Zachary Evens
Rated on Published on

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Portfolio Holdings LVHD

More LVHD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

The Kraft Heinz Co

2.76 17.4 Mil
Consumer Defensive

General Mills Inc

2.71 17.1 Mil
Consumer Defensive

Exelon Corp

2.70 17.0 Mil
Utilities

American Electric Power Co Inc

2.69 17.0 Mil
Utilities

Altria Group Inc

2.66 16.8 Mil
Consumer Defensive

Lockheed Martin Corp

2.61 16.5 Mil
Industrials

PepsiCo Inc

2.60 16.4 Mil
Consumer Defensive

Coca-Cola Co

2.57 16.2 Mil
Consumer Defensive

International Business Machines Corp

2.55 16.1 Mil
Technology

Keurig Dr Pepper Inc

2.53 16.0 Mil
Consumer Defensive