Skip to main content

QVMIIX

ETF
QVMIIX · UNKNOWN · 11 holdings

About QVMIIX

No description available for this ETF.

Fund Details

Expense Ratio
Inception Date
Exchange
UNKNOWN
Currency
USD
Holdings As Of
Apr 10, 2026
Tracked Holdings
90.9%
HHI Score
1521.91
Top Sector
ETF (66.523383%)

Concentration Risk

97.58% Highly Concentrated
Diversified Concentrated

The top 10 holdings represent 97.58% of the fund. This ETF is heavily concentrated — performance is largely driven by a few stocks.

Top Holdings Today

Weighted by position size
LMISX
▲ 2.28%
LSITX
▲ 2.95%
FLCB
▼ -0.09%
LIESX
▲ 4.16%
LMESX
▲ 2.40%
FLGV
▼ -0.10%
LMOIX
▲ 3.28%
FLCO
▼ -0.14%
LMBMX
▲ 2.92%
Weighted avg. of top holdings ▲ 2.17%

Sector Allocation

ETF
66.52%
Financial Services
21.99%

Top 10 Holdings

97.58% of fund
LMISX Franklin U.S. Large Cap Equity Fund
22.10%
LSITX ClearBridge Large Cap Growth Fund
20.29%
FLCB Franklin U.S. Core Bond ETF
16.50%
LIESX Franklin International Equity Fund
13.44%
PEQSX Putnam Large Cap Value Fund
10.40%
LMESX ClearBridge Appreciation Fund
6.00%
FLGV Franklin U.S. Treasury Bond ETF
3.84%
LMOIX ClearBridge Small Cap Growth Fund
1.94%
FLCO Franklin Investment Grade Corporate ETF
1.65%
LMBMX Franklin U.S. Small Cap Equity Fund
1.43%
Other positions
1.09%

All Holdings (11)

Top 10: 97.58% of fund
# Ticker Name Weight Shares Market Value
1 LMISX Franklin U.S. Large Cap Equity Fund 22.10% 236,786 6.53 M
2 LSITX ClearBridge Large Cap Growth Fund 20.29% 73,887 6.00 M
3 FLCB Franklin U.S. Core Bond ETF 16.50% 224,538 4.88 M
4 LIESX Franklin International Equity Fund 13.44% 181,187 3.97 M
5 PEQSX Putnam Large Cap Value Fund 10.40% 79,087 3.07 M
6 LMESX ClearBridge Appreciation Fund 6.00% 45,277 1.77 M
7 FLGV Franklin U.S. Treasury Bond ETF 3.84% 54,936 1.13 M
8 LMOIX ClearBridge Small Cap Growth Fund 1.94% 12,850 573,223.87
9 FLCO Franklin Investment Grade Corporate ETF 1.65% 22,321 488,383.48
10 LMBMX Franklin U.S. Small Cap Equity Fund 1.43% 27,201 424,070.48
Showing top 10 of 11 holdings · Listed: 98.91% · 1.09% in other positions

Related ETFs