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Upturn AI SWOT - About
Franklin Liberty Short Duration U.S. Government ETF (FTSD)
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Upturn Advisory Summary
03/27/2025: FTSD (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
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Analysis of Past Performance
Type ETF | Historic Profit 9.99% | Avg. Invested days 84 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Volume (30-day avg) 28492 | Beta 0.2 | 52 Weeks Range 85.56 - 93.15 | Updated Date 03/28/2025 |
52 Weeks Range 85.56 - 93.15 | Updated Date 03/28/2025 |
Upturn AI SWOT
Franklin Liberty Short Duration U.S. Government ETF
ETF Overview
Overview
The Franklin Liberty Short Duration U.S. Government ETF (FTSD) seeks to provide current income while maintaining liquidity and minimizing risk. It invests primarily in a portfolio of short-duration U.S. government securities. The ETF focuses on government bonds and aims for capital preservation.
Reputation and Reliability
Franklin Templeton is a well-established asset manager with a strong reputation for providing diverse investment solutions.
Management Expertise
The management team possesses significant expertise in fixed-income investing and government securities.
Investment Objective
Goal
To provide current income while maintaining liquidity and minimizing risk.
Investment Approach and Strategy
Strategy: The ETF does not track a specific index but employs a managed strategy focused on short-duration U.S. government securities.
Composition The ETF primarily holds U.S. government securities, including Treasury bills, notes, and bonds.
Market Position
Market Share: Insufficient data available to accurately determine FTSD's specific market share.
Total Net Assets (AUM): 1400000000
Competitors
Key Competitors
- NEAR
- GVT
- VGSH
- SCHO
- ISTB
Competitive Landscape
The short-duration government bond ETF market is competitive, with several large players offering similar investment strategies. FTSD competes on factors like expense ratio, yield, and fund performance. FTSD's advantage lies in Franklin Templeton's expertise, while disadvantages might include a higher expense ratio than some competitors.
Financial Performance
Historical Performance: Historical performance data requires access to real-time financial databases.
Benchmark Comparison: Benchmark comparison requires access to real-time financial databases.
Expense Ratio: 0.12
Liquidity
Average Trading Volume
The ETF demonstrates moderate liquidity, facilitating relatively easy trading for typical investors.
Bid-Ask Spread
The bid-ask spread is generally tight, resulting in low transaction costs for investors.
Market Dynamics
Market Environment Factors
FTSD is affected by factors such as interest rate changes, inflation expectations, and government fiscal policy.
Growth Trajectory
FTSD's growth is influenced by investor demand for low-risk, income-generating assets, as well as the overall macroeconomic environment.
Moat and Competitive Advantages
Competitive Edge
FTSD benefits from Franklin Templeton's established brand and expertise in fixed-income management. The ETF's focus on short-duration government securities provides a relatively safe and liquid investment option. Its actively managed approach allows for strategic adjustments to the portfolio based on market conditions. The ETF appeals to investors seeking stability and income in a low-yield environment.
Risk Analysis
Volatility
FTSD exhibits relatively low volatility due to its focus on short-duration government securities.
Market Risk
The ETF is susceptible to interest rate risk, meaning that its value may decline when interest rates rise. Other market risks include inflationary pressures and changes in government policy.
Investor Profile
Ideal Investor Profile
FTSD is suitable for conservative investors, retirees, and those seeking a stable income stream. It is well-suited for investors looking for capital preservation and lower risk compared to other asset classes.
Market Risk
FTSD is best suited for long-term investors seeking income and capital preservation.
Summary
Franklin Liberty Short Duration U.S. Government ETF (FTSD) is a low-risk, income-oriented investment option that focuses on short-duration U.S. government securities. Managed by Franklin Templeton, it offers investors a way to generate income while maintaining liquidity and minimizing volatility. The ETF is best suited for conservative investors and retirees looking for stability. FTSD's performance is influenced by interest rate changes and macroeconomic factors, but its short duration helps mitigate interest rate risk.
Similar Companies
- NEAR
- GVT
- VGSH
- SCHO
- ISTB
- SHV
- BIL
Sources and Disclaimers
Data Sources:
- Franklin Templeton Website
- ETF.com
- Yahoo Finance
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions. Market share data is approximate and may vary based on the source and date of the data.
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 Liberty Short Duration U.S. Government 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 securities issued or guaranteed by the U.S. government, its agencies, or instrumentalities. To pursue its investment goal, it may invest in certain interest rate-related derivative transactions, principally U.S. Treasury futures contracts and options on interest rate/bond futures.
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