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ClearBridge Dividend Strategy ESG ETF YLDE

Morningstar Medalist Rating
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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable YLDE’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

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.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings YLDE

More YLDE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 32.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

5.43 2.4 Mil
Technology

Williams Companies Inc

3.67 1.6 Mil
Energy

Apollo Global Management Inc Class A

3.59 1.6 Mil
Financial Services

Comcast Corp Class A

3.09 1.4 Mil
Communication Services

Sempra

2.96 1.3 Mil
Utilities

JPMorgan Chase & Co

2.95 1.3 Mil
Financial Services

Becton Dickinson & Co

2.89 1.3 Mil
Healthcare

Visa Inc Class A

2.87 1.3 Mil
Financial Services

Linde PLC

2.82 1.3 Mil
Basic Materials

The Travelers Companies Inc

2.57 1.1 Mil
Financial Services