We have qualitatively reviewed this strategy and reaffirmed its Above Average Process and Average People ratings. Franklin US Low Volatility High Dividend ETF LVHD attempts to strike a delicate balance between offering an attractive yield while also maintaining below-average risk. Its portfolio of stable dividend-payers should offer solid downside protection while delivering competitive payouts. The following text is from July 25, 2023.
Franklin U.S. Low Volatility Hi Div ETF LVHD
Morningstar’s Analysis LVHD
Will LVHD 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 25.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Lockheed Martin Corp | 2.81 | 16.6 Mil | Industrials |
McDonald's Corp | 2.72 | 16.0 Mil | Consumer Cyclical |
The Home Depot Inc | 2.66 | 15.7 Mil | Consumer Cyclical |
Coca-Cola Co | 2.58 | 15.2 Mil | Consumer Defensive |
Cisco Systems Inc | 2.57 | 15.2 Mil | Technology |
Keurig Dr Pepper Inc | 2.56 | 15.1 Mil | Consumer Defensive |
International Business Machines Corp | 2.55 | 15.0 Mil | Technology |
Southern Co | 2.51 | 14.8 Mil | Utilities |
Mondelez International Inc Class A | 2.49 | 14.7 Mil | Consumer Defensive |
Duke Energy Corp | 2.43 | 14.3 Mil | Utilities |