LVHILegg Mason International Low Volatility High Dividend ETF
LVHI Fund Description
LVHI tracks an all-cap index of developed ex-US stocks, 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. 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. Specifically, the fund’s REITs and country exposure is capped at 15%, while geographic exposure will not exceed 50%. Also, issuers are capped at 2.5%, and sectors are capped at 25%. Prior to June 22, 2022 the fund name was Legg Mason International Low Volatility High Dividend ETF. The name change was due to acquistion occuring in July of 2020.
LVHI Summary Data
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 5 out of 5.
LVHI Sector/Industry Breakdown
LVHI Top 10 Holdings[View All]
LVHI Economic Development
LVHI Performance Statistics
LVHI Benchmark Comparison Summary
LVHI Benchmark Comparison Market Cap Size