Legg Mason Low Volatility High Dividend ETF LVHD attempts to balance above-average dividend yield with below-average risk. Its portfolio of stable and mature high-yielders should offer solid downside protection while delivering competitive payouts. A focus on fundamentals should help the fund maintain its solid risk profile and allow it to deliver better risk-adjusted performance over the long run. The fund earns a Morningstar Analyst Rating of Silver.
Will LVHD outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LVHD’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the LVHD management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of LVHD’s parent organization’s priorities and whether they’re in line with investors’ interests.