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Upturn AI SWOT - About
Franklin Templeton ETF Trust - Franklin Liberty U.S. Core Bond ETF (FLCB)
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Upturn Advisory Summary
03/18/2025: FLCB (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit -0.11% | Avg. Invested days 36 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/18/2025 |
Key Highlights
Volume (30-day avg) 256233 | Beta 0.98 | 52 Weeks Range 19.81 - 21.66 | Updated Date 04/2/2025 |
52 Weeks Range 19.81 - 21.66 | Updated Date 04/2/2025 |
Upturn AI SWOT
Franklin Templeton ETF Trust - Franklin Liberty U.S. Core Bond ETF
ETF Overview
Overview
The Franklin Liberty U.S. Core Bond ETF (FLCB) seeks to provide current income and capital appreciation by investing primarily in a diversified portfolio of U.S. investment-grade bonds.
Reputation and Reliability
Franklin Templeton is a well-established global investment management firm with a long history and a strong reputation.
Management Expertise
Franklin Templeton has a dedicated team of experienced fixed-income portfolio managers.
Investment Objective
Goal
To provide current income and capital appreciation.
Investment Approach and Strategy
Strategy: The ETF employs an active management strategy, seeking to outperform the Bloomberg Barclays U.S. Aggregate Bond Index.
Composition Primarily U.S. investment-grade bonds, including government, corporate, and mortgage-backed securities.
Market Position
Market Share: Market share data not readily available, as market share calculations are complex and rely on proprietary data sources that are dynamic. Therefore, a numerical representation is omitted.
Total Net Assets (AUM): 1215000000
Competitors
Key Competitors
- AGG
- BND
- SCHZ
Competitive Landscape
The U.S. core bond ETF market is highly competitive, dominated by large, passively managed funds like AGG and BND. FLCB aims to differentiate itself through active management, which can offer the potential for outperformance but also carries higher fees. FLCB's active approach may attract investors seeking alpha, while passive ETFs offer lower costs and broad market exposure.
Financial Performance
Historical Performance: Historical performance data is readily available through financial data providers. Please note that past performance is not indicative of future results.
Benchmark Comparison: The ETF's performance should be compared against the Bloomberg Barclays U.S. Aggregate Bond Index to assess its effectiveness.
Expense Ratio: 0.25
Liquidity
Average Trading Volume
The ETF exhibits moderate liquidity with a relatively healthy average trading volume.
Bid-Ask Spread
The bid-ask spread is typically tight, indicating reasonable trading costs.
Market Dynamics
Market Environment Factors
Interest rate movements, inflation expectations, and credit spreads significantly affect FLCB's performance.
Growth Trajectory
Growth is tied to investor demand for core bond exposure and the fund's ability to deliver competitive risk-adjusted returns. Changes to strategy and holdings are disclosed in fund prospectuses and periodic reports.
Moat and Competitive Advantages
Competitive Edge
FLCB's competitive edge lies in its active management approach, which aims to outperform passive benchmarks. The fund's managers leverage their expertise to identify undervalued securities and capitalize on market inefficiencies. Franklin Templeton's resources and established reputation provide additional support. However, active management also introduces the risk of underperformance and higher fees compared to passively managed core bond ETFs.
Risk Analysis
Volatility
FLCB's volatility is generally moderate, reflecting the inherent characteristics of investment-grade bonds.
Market Risk
Market risk primarily involves interest rate risk, credit risk, and inflation risk, which can negatively impact bond values.
Investor Profile
Ideal Investor Profile
Ideal for investors seeking current income and capital appreciation with a core allocation to U.S. investment-grade bonds.
Market Risk
Suitable for long-term investors seeking a blend of income and moderate capital appreciation.
Summary
Franklin Liberty U.S. Core Bond ETF (FLCB) offers exposure to the U.S. investment-grade bond market through active management, aiming to outperform passive benchmarks like the Bloomberg Barclays U.S. Aggregate Bond Index. While its active approach differentiates it from low-cost passive ETFs like AGG and BND, it also carries higher fees and the risk of underperformance. It's suitable for investors seeking active management in core bonds and willing to pay a premium for potential alpha. Overall, FLCB provides a flexible approach to core bond investing, managed by Franklin Templeton's experienced fixed-income team.
Similar Companies
AGG
iShares Core U.S. Aggregate Bond ETF
AGG
iShares Core U.S. Aggregate Bond ETF
BND
Vanguard Total Bond Market Index Fund ETF Shares
BND
Vanguard Total Bond Market Index Fund ETF Shares
IUSB
iShares Core Total USD Bond Market ETF
IUSB
iShares Core Total USD Bond Market ETF
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
SCHZ
Schwab U.S. Aggregate Bond ETF
SCHZ
Schwab U.S. Aggregate Bond ETF
Sources and Disclaimers
Data Sources:
- Franklin Templeton Website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market share data may be based on estimations. Past performance is not indicative of future results. Investors should consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Franklin Templeton ETF Trust - Franklin Liberty U.S. Core Bond ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal market conditions, the fund invests at least 80% of its net assets in bonds of U.S. issuers, including government, corporate debt, mortgage-backed and asset-backed securities. It invests predominantly in investment grade debt securities and, under normal market conditions, is generally expected to have sector, credit and duration exposures comparable to the Bloomberg U.S. Aggregate Bond Index, the fund's benchmark index. The fund may enter into various interest rate and credit-related derivatives, principally U.S. Treasury futures, interest rate swaps and credit default swaps.
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