Legg Mason Low Etf Profile
LVHD Etf | USD 40.36 0.34 0.85% |
PerformanceInsignificant
| Odds Of DistressLow
|
Legg Mason is trading at 40.36 as of the 17th of March 2025, a 0.85 percent increase since the beginning of the trading day. The etf's lowest day price was 39.96. Legg Mason has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat insignificant performance during the last 90 days. The performance scores are derived for the period starting the 17th of December 2024 and ending today, the 17th of March 2025. Click here to learn more.
The index is composed of stocks of U.S. companies across a wide range of market capitalizations, including the largest 3,000 U.S. stocks as determined by the Solactive US Broad Market Index. Legg Low is traded on NASDAQ Exchange in the United States. More on Legg Mason Low
Moving together with Legg Etf
Legg Etf Highlights
Thematic Ideas | (View all Themes) |
Business Concentration | High Dividend Yield ETFs, Strategy ETFs, Large Value, Franklin Templeton Investments (View all Sectors) |
Issuer | Franklin Templeton Investments |
Inception Date | 2015-12-28 |
Benchmark | QS Low Volatility High Dividend Index |
Entity Type | Regulated Investment Company |
Asset Under Management | 522.03 Million |
Average Trading Valume | 50,897.6 |
Asset Type | Equity |
Category | Strategy |
Focus | High Dividend Yield |
Market Concentration | Developed Markets |
Region | North America |
Administrator | Legg Mason Partners Fund Advisor, LLC |
Advisor | Legg Mason Partners Fund Advisor, LLC |
Custodian | The Bank of New York Mellon Corporation |
Distributor | Franklin Distributors, LLC |
Portfolio Manager | Vaneet Chadha, Christopher W. Floyd, Michael LaBella, Jose Maldonado, Russell Shtern |
Transfer Agent | The Bank of New York Mellon Corporation |
Trustee | The Bank of New York Mellon Corporation |
Fiscal Year End | 31-Mar |
Exchange | NASDAQ |
Number of Constituents | 113 |
Market Maker | GTS |
Total Expense | 0.27 |
Management Fee | 0.27 |
Country Name | USA |
Returns Y T D | 4.5 |
Name | Legg Mason Low Volatility High Dividend ETF |
Currency Code | USD |
Open Figi | BBG00BRDT826 |
In Threey Volatility | 15.26 |
1y Volatility | 13.69 |
200 Day M A | 38.9742 |
50 Day M A | 39.3471 |
Code | LVHD |
Updated At | 17th of March 2025 |
Legg Mason Low [LVHD] is traded in USA and was established 2015-12-28. The fund is listed under Large Value category and is part of Franklin Templeton Investments family. The entity is thematically classified as High Dividend Yield ETFs. Legg Mason Low now have 726.85 M in assets. , while the total return for the last 3 years was 5.7%.
Check Legg Mason Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Legg Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Legg Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Legg Mason Low Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Legg Mason Low Etf Constituents
GD | General Dynamics | Stock | Industrials | |
MMM | 3M Company | Stock | Industrials | |
MRK | Merck Company | Stock | Health Care | |
T | ATT Inc | Stock | Communication Services | |
SO | Southern Company | Stock | Utilities | |
JNJ | Johnson Johnson | Stock | Health Care | |
D | Dominion Energy | Stock | Utilities | |
VTR | Ventas Inc | Stock | Real Estate |
Legg Mason Low Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Legg Mason. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
Risk Adjusted Performance | 0.0057 | |||
Jensen Alpha | 0.0419 | |||
Total Risk Alpha | 0.0989 | |||
Sortino Ratio | 0.1151 |
Legg Mason Against Markets
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Legg Mason Low. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in rate. You can also try the Pattern Recognition module to use different Pattern Recognition models to time the market across multiple global exchanges.
The market value of Legg Mason Low is measured differently than its book value, which is the value of Legg that is recorded on the company's balance sheet. Investors also form their own opinion of Legg Mason's value that differs from its market value or its book value, called intrinsic value, which is Legg Mason's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Legg Mason's market value can be influenced by many factors that don't directly affect Legg Mason's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Legg Mason's value and its price as these two are different measures arrived at by different means. Investors typically determine if Legg Mason is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Legg Mason's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.