Morningstar

Franklin Intl Low Volatility Hi Div ETF LVHI

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

Morningstar’s Analysis LVHI

Will LVHI 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 LVHI’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Franklin Intl Low Volatility Hi Div ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings LVHI

More LVHI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 25.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Usd Forward Cash/Ccy Contract Purchased

97.93 1.3 Bil
Derivative

Rio Tinto PLC Registered Shares

2.72 36.6 Mil
Basic Materials

Bank of Nova Scotia

2.70 36.3 Mil
Financial Services

Enel SpA

2.67 35.9 Mil
Utilities

National Grid PLC

2.60 35.0 Mil
Utilities

Japan Tobacco Inc

2.52 33.8 Mil
Consumer Defensive

Nippon Telegraph & Telephone Corp

2.51 33.7 Mil
Communication Services

Pembina Pipeline Corp

2.44 32.8 Mil
Energy

Fortescue Ltd

2.40 32.3 Mil
Basic Materials

Novartis AG Registered Shares

2.36 31.7 Mil
Healthcare

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