LVHD
Legg Mason Low Volatility High Dividend ETFLVHD Fund Description
LVHD 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
Legg Mason Low Volatility High Dividend ETF has an MSCI ESG Fund Rating of BBB based on a score of 4.79 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
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. Legg Mason Low Volatility High Dividend ETF ranks in the 35th percentile within its peer group and in the 23th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
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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