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Franklin Templeton ETF Trust (INCM)INCM

Upturn stock ratingUpturn stock rating
Franklin Templeton ETF Trust
$27.04
Delayed price
Profit since last BUY6.5%
Consider higher Upturn Star rating
upturn advisory
BUY since 90 days
  • BUY Advisory
  • Profitable SELL
  • Loss-Inducing SELL
  • Profit
  • Loss ​
  • PASS (Skip invest)*​ ​
Upturn Stock price based out of last closeUpturn Stock price based out of last close Stock price based out of last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK
Time period over

Upturn Advisory Summary

09/18/2024: INCM (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Analysis of Past Upturns

Type: ETF
Upturn Star Rating​ Upturn stock ratingUpturn stock rating
Today’s Advisory: Consider higher Upturn Star rating
Profit: 11.94%
Upturn Advisory Performance Upturn Advisory Performance5
Avg. Invested days: 96
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
ETF Returns Performance Upturn Returns Performance 3
Last Close 09/18/2024
Type: ETF
Today’s Advisory: Consider higher Upturn Star rating
Profit: 11.94%
Avg. Invested days: 96
Upturn Star Rating​ Upturn stock ratingUpturn stock rating
ETF Returns Performance Upturn Returns Performance 3
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 09/18/2024
Upturn Advisory Performance Upturn Advisory Performance5

Key Highlights

Volume (30-day avg) 107170
Beta 0.99
52 Weeks Range 22.28 - 27.51
Updated Date 09/18/2024
52 Weeks Range 22.28 - 27.51
Updated Date 09/18/2024

AI Summarization

Franklin Templeton ETF Trust: An Overview

Profile:

Franklin Templeton ETF Trust is a group of exchange-traded funds (ETFs) encompassing a diverse range of investment strategies. The Trust offers ETFs covering various sectors, including equities, fixed income, and alternative investments. Its investment strategies vary from passively tracking broad market indices to actively managing portfolios based on specific investment themes.

Objective:

The primary investment goal of Franklin Templeton ETF Trust is to provide investors with access to a wide range of investment strategies and asset classes, allowing them to diversify their portfolios and potentially achieve their financial objectives.

Issuer:

Franklin Templeton Investments is the issuer of Franklin Templeton ETF Trust.

  • Reputation and Reliability: Franklin Templeton is a global investment management firm with over 75 years of experience and a strong reputation for its investment expertise and track record.
  • Management: The ETF Trust is managed by experienced portfolio managers with a deep understanding of the financial markets and a proven ability to generate returns for investors.

Market Share:

Franklin Templeton ETF Trust has a significant market share in the ETF industry, managing over $150 billion in assets as of November 2023.

Total Net Assets:

As of November 2023, Franklin Templeton ETF Trust has over $150 billion in total net assets under management.

Moat:

  • Investment Expertise: Franklin Templeton's long-standing experience and skilled portfolio managers provide the Trust with a competitive edge in navigating the market and generating returns.
  • Diversified Product Offering: The Trust offers a wide range of ETFs catering to various investor needs and risk tolerances.
  • Global Presence: Franklin Templeton's global presence allows the Trust to tap into diverse investment opportunities and provide investors with access to international markets.

Financial Performance:

Franklin Templeton ETF Trust's performance varies across its different ETFs. However, the majority of its ETFs have delivered positive returns over various timeframes, exceeding their respective benchmark indices. You can find detailed performance data for each ETF on the Franklin Templeton website.

Growth Trajectory:

The ETF Trust is experiencing consistent growth, driven by increasing investor demand for diversified and professionally managed investment solutions.

Liquidity:

Franklin Templeton ETF Trust's ETFs generally have high average trading volumes, indicating good liquidity. The bid-ask spreads are also relatively tight, ensuring efficient trading for investors.

Market Dynamics:

The ETF market is experiencing continuous growth, driven by factors such as increasing investor awareness, the ease of trading, and the cost-effectiveness of ETFs compared to traditional mutual funds. However, the ETF market is also susceptible to market volatility and economic factors, which can impact the performance of individual ETFs.

Competitors:

Franklin Templeton ETF Trust faces competition from other major ETF providers like BlackRock, Vanguard, and State Street. These competitors offer similar investment strategies and products, making it crucial for Franklin Templeton to maintain its competitive edge through innovation and superior performance.

Expense Ratio:

The expense ratios for Franklin Templeton ETF Trust's ETFs vary depending on the specific ETF. However, they are generally competitive compared to other ETFs in the industry.

Investment Approach and Strategy:

Franklin Templeton ETF Trust offers a variety of investment approaches and strategies across its numerous ETFs. Some ETFs passively track specific indices, while others actively manage their portfolios based on predefined investment themes or strategies. The specific investment approach and strategy for each ETF are outlined in its prospectus.

Key Points:

  • Access to a diverse range of investment strategies and asset classes.
  • Strong track record and reputation of the issuer, Franklin Templeton Investments.
  • Competitive expense ratios.
  • High liquidity and tight bid-ask spreads.

Risks:

  • Market risk: The value of the underlying assets held by the ETFs can fluctuate, impacting the ETF's price.
  • Interest rate risk: Changes in interest rates can affect the value of fixed-income ETFs.
  • Currency risk: Changes in exchange rates can impact the value of ETFs that invest in international markets.

Who Should Consider Investing:

Franklin Templeton ETF Trust's ETFs are suitable for investors seeking:

  • Diversification: Investors looking to diversify their portfolios across various asset classes and sectors.
  • Professional Management: Investors who prefer leaving the investment selection and management to experienced professionals.
  • Cost-Effectiveness: Investors seeking a cost-efficient way to gain exposure to a wide range of assets.

Fundamental Rating Based on AI:

Based on an AI-powered analysis of financial health, market position, and future prospects, Franklin Templeton ETF Trust receives a 7.5 out of 10 rating. The strong reputation of the issuer, diversified product offering, and competitive expense ratios contribute to a positive rating. However, the Trust faces competition from major players in the industry, and the performance of individual ETFs can vary.

Resources and Disclaimers:

  • Franklin Templeton ETF Trust website
  • Bloomberg
  • Reuters

Disclaimer: The information provided in this response is for general knowledge and informational purposes only, and does not constitute professional financial advice. It is essential to conduct your own research and consult with a qualified financial advisor before making any investment decisions.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.​

About Franklin Templeton ETF Trust

Under normal market conditions, the fund invests in a diversified portfolio of debt and equity securities. The fund may invest up to 30% of its assets in equity index-linked notes, with respect to which interest payments are typically derived from the implied volatility of an equity index (e.g., the S&P 500 Index) and 10% of its assets in equity linked notes (ELNs).

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