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LVHD

LVHD LVHD

$44.89 +0.31 (+0.70%)
Neutral · +0.86σ

Price chart

Timeframe
Range

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Latest bar · LVHD

Momentum reads · latest daily bar
Last
$44.89
+0.31 (+0.70%)
RSI(14)
56.7
neutral
Stochastic %K
36.8
neutral
MFI(14)
66.1
neutral
ADX(14)
26.7
trending

Green means room to run, red means stretched — the reads re-read live as you switch the chart's timeframe. MFI(14) is a volume-weighted money-flow read: above 80 = overbought, below 20 = oversold.

Top holdings

TickerName Weight
KMB Kimberly-Clark Corp 2.73%
JNJ Johnson & Johnson 2.67%
MO Altria Group Inc 2.66%
KO Coca-Cola Co 2.61%
USB U.S. Bancorp 2.56%
HD The Home Depot Inc 2.47%
PG Procter & Gamble Co 2.44%
SO Southern Co 2.23%
DUK Duke Energy Corp 2.22%
PNC PNC Financial Services Group Inc 2.22%
Everything else 75.19%

Click any ticker to open its own chart page.

Sector / asset mix

Sector weightings

Utilities
24.8%
Consumer Defensive
21.8%
Realestate
15.4%
Financial Services
8.6%
Consumer Cyclical
7.5%
Energy
7.0%
Industrials
4.9%
Healthcare
4.7%
Technology
3.0%
Communication Services
2.2%

Asset split

Stock
98.8%
Cash
1.2%

Fund profile

Expense ratio
0.27%
Total assets (AUM)
$606.9M
Distribution yield
3.26%
Category
Mid-Cap Value
Fund family
Franklin Templeton Investments
Inception
Dec 28, 2015

Expense ratio is the annual cost of holding the fund; distribution yield is what it pays out.

Compare LVHD vs peers

Line LVHD up against up to 4 peers (5 tickers total) across ~30 metrics and get one weighted 0-100 verdict — best in green, worst in red. Peers also overlay on the chart above as rebased % lines, or flip the chart to the 2×2 grid for side-by-side mini charts.

Comparing LVHD no peers yet — add up to 4 below

Add tickers to compare with LVHD

~30 metrics across Snapshot, OdysseyHQ zone, Valuation, Growth, Quality, Technicals, Sentiment, and Risk — with a weighted score and a one-line read on each.

About LVHD

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 U.S. Broad Market Index. The fund will invest at least 80% of its net assets, plus borrowings for investment purposes, if any, in securities that compose the index.