LVHD
Legg Mason Low Volatility High Dividend ETFLVHD Fund Description
The Legg Mason Low Volatility High Dividend ETF tracks an index of roughly 50-100 US stocks selected from across the market cap spectrum. Stocks are selected and weighted to emphasize profitability, high dividends, low price volatility and low earnings volatility.
LVHD Factset Analytics Insight
LVHD explicitly aims for what it calls “stable yield”. Its use of technical inputs as well as fundamental factors in search of dividend sustainability set it apart from many competing funds which rely solely on the latter. Specifically, LVHD considers the volatility of prices and earnings in addition to yield and positive earnings. The fund culls a relative handful of names (roughly 50 to 100) from its broad parent index using this approach, and weights them in the same fashion, subject to constraints on concentration, turnover and liquidity.For alternatives to LVHD, investors can consider ETFs in the high-dividend segment, from which we exclude LVHD due to its emphasis on low vol. The ETF charges a reasonable fee for its alternative equity income approach. It’s part of an initial suite of funds launched December 2015 from issuer Legg Mason—the firm is new to ETFs but runs many mutual funds and separate accounts.
LVHD MSCI ESG Analytics Insight
The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of October 17, 2018 the Legg Mason Low Volatility High Dividend ETF MSCI ESG Fund Quality Score is 4.97 out of 10.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. LVHD ranks in the 25th percentile within its peer group and in the 29th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.
LVHD CHARTS AND PERFORMANCE
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LVHD Top 10 Countries
LVHD Top 10 Sectors
LVHD Top 10 Holdings [View All]
LVHD Portfolio Data
LVHD Portfolio Management
LVHD Tax Exposures
LVHD Fund Structure
LVHD Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of LVHD. LVHD is rated a 5 out of 5.
LVHD Tradability
LVHD Sector/Industry Breakdown
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LVHD TOP 10 HOLDINGS[View All]
LVHD Countries
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LVHD Regions
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LVHD Economic Development
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LVHD Performance Statistics
LVHD MSCI ESG Ratings
LVHD BENCHMARK COMPARISON SUMMARY
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LVHD BENCHMARK COMPARISON MARKET CAP SIZE
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MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.