Morningstar

Franklin ClearBridge Enhanced Income ETF YLDE

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

Morningstar’s Analysis YLDE

Will YLDE 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Franklin ClearBridge Enhanced Inc 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
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 31.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Williams Companies Inc

4.35 7M
Energy

Exxon Mobil Corp

4.08 7M
Energy

Alphabet Inc Class A

3.65 6M
Communication Services

Apollo Global Management Inc

3.15 5M
Financial Services

Nestle SA ADR

2.78 5M
Consumer Defensive

Microsoft Corp

2.73 4M
Technology

Air Products and Chemicals Inc

2.63 4M
Basic Materials

Public Storage

2.55 4M
Real Estate

Unilever PLC ADR

2.54 4M
Consumer Defensive

NVIDIA Corp

2.48 4M
Technology

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