Morningstar

Franklin U.S. Low Volatility High Dividend Index ETF LVHD

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

Morningstar’s Analysis LVHD

Will LVHD 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Franklin U.S. Low Volatility Hi Div ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings LVHD

More LVHD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Johnson & Johnson

2.97 17M
Healthcare

Coca-Cola Co

2.94 17M
Consumer Defensive

Chevron Corp

2.78 16M
Energy

Verizon Communications Inc

2.77 16M
Communication Services

Altria Group Inc

2.66 16M
Consumer Defensive

U.S. Bancorp

2.61 15M
Financial Services

Procter & Gamble Co

2.60 15M
Consumer Defensive

Kimberly-Clark Corp

2.58 15M
Consumer Defensive

PepsiCo Inc

2.50 15M
Consumer Defensive

McDonald's Corp

2.34 14M
Consumer Cyclical

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