LVHI
Legg Mason International Low Volatility High Dividend ETFLVHI Fund Description
LVHI tracks an all-cap index of developed ex-U.S. stocks. Stocks are selected and weighted to emphasize profitability, high dividends, low price volatility and low earnings volatility.
LVHI Factset Analytics Insight
LVHI explicitly aims for what the issuer calls “stable yield.” The fund's use of technical and fundamental factors in search of dividend sustainability sets it apart from many competing funds which rely solely on the latter. Specifically, LVHI considers the volatility of prices and earnings in addition to yield and positive earnings. The fund culls a relative handful of names from its broad parent index using this approach, and weights them in the same fashion, subject to constraints on concentration, turnover, and liquidity. Specifically, no individual component will exceed 2.5%, no individual sector will exceed 25%, no country will exceed 15%, no individual geographic region will exceed 50%, and REITs will not exceed 15% of the fund.
LVHI MSCI ESG Analytics Insight
Legg Mason International Low Volatility High Dividend ETF has an MSCI ESG Fund Rating of A based on a score of 5.87 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 International Low Volatility High Dividend ETF ranks in the 62nd percentile within its peer group and in the 16th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
LVHI CHARTS AND PERFORMANCE
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LVHI Portfolio Data
LVHI Index Data
LVHI Portfolio Management
LVHI Tax Exposures
LVHI Fund Structure
LVHI Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of LVHI. LVHI is rated a 4 out of 5.
LVHI Tradability
LVHI Sector/Industry Breakdown
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LVHI TOP 10 HOLDINGS[View All]
LVHI Countries
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LVHI Regions
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LVHI Economic Development
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LVHI Performance Statistics
LVHI MSCI ESG Ratings
LVHI BENCHMARK COMPARISON SUMMARY
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LVHI 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.