(LVHI) Franklin International Low - Ratings and Ratios

The Franklin International Low Volatility High Dividend Index ETF (LVHI) is designed to deliver stable income through a focused investment strategy. It allocates at least 80% of its net assets to securities in its underlying index, which targets high-dividend-yielding stocks in developed international markets. By concentrating on profitable companies with lower price and earnings volatility, the fund aims to provide a more consistent return profile. Additionally, it employs currency hedging techniques to mitigate the impact of exchange-rate fluctuations between the USD and other international currencies.

Geographically, LVHI focuses on developed markets outside the United States, offering exposure to international equities with attractive dividend characteristics. The funds strategy emphasizes lower volatility, which can make it a more defensive option for investors seeking income in uncertain markets. Its dividend-centric approach also aligns with the interest of investors looking for regular income streams, particularly in environments where capital appreciation may be challenging to achieve.

As an ETF, LVHI provides the transparency and liquidity benefits inherent to the structure. It is listed on the BATS exchange, making it easily accessible to U.S. investors. With an assets under management (AUM) of approximately $1.695 billion, it is a sizeable fund, which can indicate a higher level of liquidity and potentially tighter bid-ask spreads. LVHI falls under the Foreign Large Value ETF category, reflecting its focus on larger-cap companies in international markets with value characteristics.

For investors and fund managers evaluating LVHI, its important to consider its role within a broader portfolio. Its low-volatility, high-dividend approach can serve as a stabilizing factor, particularly during periods of market turbulence. However, the funds performance will also depend on the underlying indexs ability to accurately capture the targeted investment universe and effectively manage currency risks. Additional information about LVHI can be found on the issuers website at http://www.leggmason.com.