Key stats
About ClearBridge Dividend Strategy ESG ETF
Expense ratio
0.48%
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Inception date
May 22, 2017
ISIN
US5246823091
YLDE invests primarily in large-cap companies with attractive dividends, potential for dividend growth, and strong ESG attributes (or progress toward them). The fund selects companies using bottom-up fundamental analysis, and subsequently applies an ESG screen to select its securities. The portfolio managers believe that companies that exhibit market leadership, coupled with solid balance sheets and strong dividend profiles make for attractive investment candidates for long-term investments. YLDE`s ESG screen considers factors such as innovative workplace policies, employee benefits, environmental management, eco-efficiency, community involvement, strategic philanthropy, strong corporate governance, and board independence. Although the fund focuses on large-cap companies, it does have discretion to invest in a wide spectrum of securities, including those in the small- and midcap space as well as foreign securities.
Classification
What's in the fund
Exposure type
Finance
Technology Services
Stock breakdown by region