(LVHD) Legg Mason Low Volatility - Ratings and Ratios

The Legg Mason Low Volatility High Dividend ETF (NASDAQ:LVHD) is designed to provide exposure to U.S. equities with a focus on low volatility and high dividend yields. The fund tracks an index composed of stocks from U.S. companies across various market capitalizations, including the largest 3,000 U.S. stocks as determined by the Solactive US Broad Market Index. This approach allows for diversification across sectors and market sizes while emphasizing stability and income generation. The ETF is categorized as Large Value, reflecting its focus on established companies with lower volatility and attractive dividend characteristics.

From a technical perspective, LVHD has shown a bullish trend, with its 20-day SMA (39.67) and 50-day SMA (38.91) both rising above the 200-day SMA (38.09). This indicates upward momentum, supported by the funds current price of 40.44. The Average True Range (ATR) of 0.40 highlights the ETFs low volatility, making it suitable for risk-averse investors. The funds assets under management (AUM) of $521.66 million demonstrate its scale and liquidity, with an average daily trading volume of 38,878 shares, ensuring manageable market impact for most investors.

3-Month Forecast: Based on the current technical and fundamental data, LVHD is expected to maintain its upward trajectory, supported by its strong SMA trends and low volatility. The ETFs focus on high-dividend, low-volatility stocks positions it well for stable returns in a rising interest rate environment. Over the next three months, LVHD is likely to trade within a narrow range, with a potential upside target of $41.50, driven by its consistent dividend yield and the broader markets appetite for defensive strategies.