Clearbridge Dividend Strategy Etf Profile
| YLDE Etf | USD 44.90 0.27 0.60% |
Performance4 of 100
| Odds Of DistressLess than 9
|
ClearBridge Dividend is trading at 44.90 as of the 15th of April 2024, a -0.6 percent decrease since the beginning of the trading day. The etf's lowest day price was 44.87. ClearBridge Dividend 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. Equity ratings for ClearBridge Dividend Strategy are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 16th of March 2024 and ending today, the 15th of April 2024. Click here to learn more.
Under normal circumstances, the fund will invest at least 80 percent of its net assets, plus borrowings for investment purposes, if any, in dividend-paying stocks or other instruments with similar economic characteristics that offer the potential for income growth and capital appreciation over time and that meet its financial and environmental, social and governance criteria. More on ClearBridge Dividend Strategy
Moving together with ClearBridge Etf
| 0.96 | VTI | Vanguard Total Stock | PairCorr |
| 0.94 | SPY | SPDR SP 500 | PairCorr |
| 0.96 | IVV | iShares Core SP | PairCorr |
| 0.95 | VIG | Vanguard Dividend | PairCorr |
| 0.93 | VV | Vanguard Large Cap | PairCorr |
| 0.96 | RSP | Invesco SP 500 | PairCorr |
| 0.96 | IWB | iShares Russell 1000 | PairCorr |
Moving against ClearBridge Etf
| 0.88 | WTID | UBS ETRACS | PairCorr |
ClearBridge Etf Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. ClearBridge Dividend's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding ClearBridge Dividend or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Thematic Ideas | (View all Themes) |
| Business Concentration | High Dividend Yield ETFs, Strategy ETFs, Large Blend, Franklin Templeton Investments (View all Sectors) |
| Issuer | Franklin Templeton Investments |
| Inception Date | 2017-05-22 |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 43.54 Million |
| Average Trading Valume | 2,243 |
| Asset Type | Equity |
| Category | Strategy |
| Focus | High Dividend Yield |
| Market Concentration | Blended Development |
| Region | Global |
| 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 | Peter Vanderlee, Michael Clarfeld, Mary Jane McQuillen, Scott Glasser |
| Transfer Agent | The Bank of New York Mellon Corporation |
| Fiscal Year End | 30-Nov |
| Exchange | NASDAQ |
| Number of Constituents | 57.0 |
| Market Maker | Susquehanna |
| Total Expense | 0.6 |
| Management Fee | 0.59 |
| Country Name | USA |
| Returns Y T D | 2.17 |
| Name | ClearBridge Dividend Strategy ESG ETF |
| Currency Code | USD |
| Open Figi | BBG00GPXR8H9 |
| In Threey Volatility | 16.16 |
| 1y Volatility | 12.49 |
| 200 Day M A | 43.263 |
| 50 Day M A | 45.9275 |
| Code | YLDE |
| Updated At | 14th of April 2024 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | 0.48 |
ClearBridge Dividend Strategy [YLDE] is traded in USA and was established 2017-05-22. The fund is listed under Large Blend category and is part of Franklin Templeton Investments family. The entity is thematically classified as High Dividend Yield ETFs. ClearBridge Dividend at this time have 19.01 M in net assets. , while the total return for the last 3 years was 7.0%.
Check ClearBridge Dividend 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 ClearBridge Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding ClearBridge 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 ClearBridge Dividend Strategy 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 ClearBridge Dividend Strategy Etf Constituents
| UNP | Union Pacific | Stock | Industrials |
| TXN | Texas Instruments Incorporated | Stock | Information Technology |
| SLB | Schlumberger NV | Stock | Energy |
| HD | Home Depot | Stock | Consumer Discretionary |
| IP | International Paper | Stock | Materials |
| MSFT | Microsoft | Stock | Information Technology |
| WY | Weyerhaeuser | Stock | Real Estate |
ClearBridge Dividend Target Price Odds Analysis
What are ClearBridge Dividend's target price odds to finish over the current price? Based on a normal probability distribution, the odds of ClearBridge Dividend jumping above the current price in 90 days from now is about 74.51%. The ClearBridge Dividend Strategy probability density function shows the probability of ClearBridge Dividend etf to fall within a particular range of prices over 90 days. Given the investment horizon of 90 days ClearBridge Dividend has a beta of 0.8328. This entails as returns on the market go up, ClearBridge Dividend average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding ClearBridge Dividend Strategy will be expected to be much smaller as well. Additionally, clearBridge Dividend Strategy has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of ClearBridge Dividend to move above the current price in 90 days from now is about 74.51 (This ClearBridge Dividend Strategy probability density function shows the probability of ClearBridge Etf to fall within a particular range of prices over 90 days) .
ClearBridge Dividend Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. ClearBridge Dividend market risk premium is the additional return an investor will receive from holding ClearBridge Dividend long position in a well-diversified portfolio. 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 ClearBridge Dividend. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although ClearBridge Dividend's alpha and beta are two of the key measurements used to evaluate ClearBridge Dividend's performance over the market, the standard measures of volatility play an important role as well.
| Risk Adjusted Performance | 0.0333 | |||
| Jensen Alpha | (0.04) | |||
| Total Risk Alpha | (0.04) | |||
| Sortino Ratio | (0.07) |
ClearBridge Dividend Against Markets
Picking the right benchmark for ClearBridge Dividend etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in ClearBridge Dividend etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for ClearBridge Dividend is critical whether you are bullish or bearish towards ClearBridge Dividend Strategy at a given time. Please also check how ClearBridge Dividend's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in ClearBridge Dividend without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy ClearBridge Etf?
Before investing in ClearBridge Dividend, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in ClearBridge Dividend. To buy ClearBridge Dividend etf, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of ClearBridge Dividend. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase ClearBridge Dividend etf. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located ClearBridge Dividend Strategy etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased ClearBridge Dividend Strategy etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as ClearBridge Dividend Strategy, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy ClearBridge Etf please use our How to Invest in ClearBridge Dividend guide.
Already Invested in ClearBridge Dividend Strategy?
The danger of trading ClearBridge Dividend Strategy is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of ClearBridge Dividend is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than ClearBridge Dividend. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile ClearBridge Dividend is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether ClearBridge Dividend is a strong investment it is important to analyze ClearBridge Dividend's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact ClearBridge Dividend's future performance. For an informed investment choice regarding ClearBridge Etf, refer to the following important reports: Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in ClearBridge Dividend Strategy. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in unemployment. Note that the ClearBridge Dividend information on this page should be used as a complementary analysis to other ClearBridge Dividend's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Content Syndication module to quickly integrate customizable finance content to your own investment portal.
The market value of ClearBridge Dividend is measured differently than its book value, which is the value of ClearBridge that is recorded on the company's balance sheet. Investors also form their own opinion of ClearBridge Dividend's value that differs from its market value or its book value, called intrinsic value, which is ClearBridge Dividend'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 ClearBridge Dividend's market value can be influenced by many factors that don't directly affect ClearBridge Dividend'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 ClearBridge Dividend's value and its price as these two are different measures arrived at by different means. Investors typically determine if ClearBridge Dividend is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, ClearBridge Dividend'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.