Legg Mason Low Volatility Price, Forecast, Insider, Ratings, Fundamentals & Signals

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Franklin resources, inc. (“franklin templeton”) (nyse: ben) and legg mason, inc. (“legg mason”) (nyse: lm) announced today that all conditions to the

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LVHD selects low-volatility, high-dividend U.S. stocks with "stable yield" features, as measured by price and earnings volatility. The ETF pays approximately 4% and has a 0.27% expense ratio. Combining volatility and dividend factors has not been a winning long-term strategy. LVHD's Index has substantially lagged the S&P 500 Index over the last 20 years. LVHD has also underperformed less volatile alternatives like SPLV and USMV since its inception on December 28, 2015. Reasons include low diversification, stagnant growth, and poor quality.

These top-ranked ETFs underperformed the S&P 500 in Q1 of 2024. However, these ETFs have strong potential to rebound in the coming days.

A smart beta exchange traded fund, the Franklin U.S. Low Volatility High Dividend Index ETF (LVHD) debuted on 12/28/2015, and offers broad exposure to the Style Box - Large Cap Value category of the market.

Dividend stocks, including REITs and utilities, have underperformed in recent years. Rising interest rates and increasing costs of capital have contributed to the underperformance. The beginnings of a strong dividend stock rally may have just begun on the back of some very good news.

Looking for broad exposure to the Large Cap Value segment of the US equity market? You should consider the Franklin U.S. Low Volatility High Dividend Index ETF (LVHD), a passively managed exchange traded fund launched on 12/28/2015.

Launched on 12/28/2015, the Franklin U.S. Low Volatility High Dividend Index ETF (LVHD) is a smart beta exchange traded fund offering broad exposure to the Style Box - Large Cap Value category of the market.

LVHD is an income-focused ETF that combines large- and mega-cap value stocks with small- and mid-cap blended growth stocks. The ETF primarily invests in companies with market caps over $50 billion, with a focus on dividend-paying companies that have strong earnings and experienced management teams. LVHD has a sector allocation that includes utilities, consumer staples, industrials, REITs, and financials, and it has a lower concentration in technology stocks.

Franklin U.S. Low Volatility High Dividend ETF implements a strategy based on yield, profitability, price volatility and earnings volatility. The portfolio is heavily invested in two defensive sectors: utilities and consumer staples. Valuation and quality metrics look good, but performance is underwhelming relative to the benchmark and popular dividend ETFs.

Launched on 12/28/2015, the Franklin U.S. Low Volatility High Dividend Index ETF (LVHD) is a passively managed exchange traded fund designed to provide a broad exposure to the Large Cap Value segment of the US equity market.

Making its debut on 12/28/2015, smart beta exchange traded fund Franklin U.S. Low Volatility High Dividend Index ETF (LVHD) provides investors broad exposure to the Style Box - Large Cap Value category of the market.