The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.
ClearBridge Dividend Strategy ESG ETF YLDE
Morningstar’s Analysis YLDE
Will YLDE outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- 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 | 4.10 | 1.9 Mil | Technology |
Williams Companies Inc | 3.84 | 1.8 Mil | Energy |
Apollo Global Management Inc Class A | 3.56 | 1.7 Mil | Financial Services |
Nestle SA ADR | 3.40 | 1.6 Mil | Consumer Defensive |
JPMorgan Chase & Co | 3.23 | 1.5 Mil | Financial Services |
Sempra | 3.21 | 1.5 Mil | Utilities |
Comcast Corp Class A | 2.93 | 1.4 Mil | Communication Services |
Becton Dickinson & Co | 2.85 | 1.3 Mil | Healthcare |
Linde PLC | 2.64 | 1.2 Mil | Basic Materials |
Broadcom Inc | 2.60 | 1.2 Mil | Technology |