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ClearBridge Dividend Strategy ESG ETF YLDE

Medalist Rating as of | See Franklin Templeton Investment Hub

Morningstar’s Analysis YLDE

Will YLDE outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

ClearBridge Dividend Strategy ESG ETF earns a Morningstar Medalist Rating of Neutral with strength in areas such as People offset by weaker spots such as Process.

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Morningstar Manager Research

Summary

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

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Portfolio Holdings YLDE

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 32.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

5.22 2.3 Mil
Technology

Williams Companies Inc

3.72 1.7 Mil
Energy

Apollo Global Management Inc Class A

3.57 1.6 Mil
Financial Services

Comcast Corp Class A

3.17 1.4 Mil
Communication Services

Sempra

3.03 1.4 Mil
Utilities

JPMorgan Chase & Co

3.03 1.4 Mil
Financial Services

Becton Dickinson & Co

2.89 1.3 Mil
Healthcare

Visa Inc Class A

2.82 1.3 Mil
Financial Services

Linde PLC

2.80 1.3 Mil
Basic Materials

The Travelers Companies Inc

2.65 1.2 Mil
Financial Services