YLDEClearBridge Dividend Strategy ESG ETF
YLDE Fund Description
YLDE is an actively managed fund that seeks income, growth of income, and long-term capital appreciation. The fund focuses on global large-cap stocks with attractive dividends and positive ESG attributes.
YLDE Factset Analytics Insight
YLDE invests primarily in large-cap companies with attractive dividends, potential for dividend growth, and strong ESG attributes (or progress toward them). The fund selects companies using bottom-up fundamental analysis, and subsequently applies an ESG screen to select its securities. The portfolio managers believe that companies that exhibit market leadership, coupled with solid balance sheets and strong dividend profiles make for attractive investment candidates for long-term investments. YLDE’s ESG screen considers factors such as innovative workplace policies, employee benefits, environmental management, eco-efficiency, community involvement, strategic philanthropy, strong corporate governance, and board independence. Although the fund focuses on large-cap companies, it does have discretion to invest in a wide spectrum of securities, including those in the small- and midcap space as well as foreign securities.
YLDE MSCI ESG Analytics Insight
ClearBridge Dividend Strategy ESG ETF has an MSCI ESG Fund Rating of A based on a score of 7.07 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. ClearBridge Dividend Strategy ESG ETF ranks in the 69th percentile within its peer group and in the 62nd percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
YLDE MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
YLDE Summary Data
YLDE Portfolio Data
YLDE Index Data
YLDE Portfolio Management
YLDE Tax Exposures
YLDE Fund Structure
YLDE Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of YLDE. YLDE is rated a 4 out of 5.
YLDE Sector/Industry Breakdown
YLDE Economic Development
YLDE Performance Statistics
YLDE MSCI ESG Ratings
YLDE Benchmark Comparison Summary
YLDE Benchmark Comparison Market Cap Size