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Franklin Templeton ETF Trust (INCM)



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Upturn Advisory Summary
04/01/2025: INCM (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 9.45% | Avg. Invested days 71 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) 166111 | Beta 0.99 | 52 Weeks Range 23.93 - 27.06 | Updated Date 04/2/2025 |
52 Weeks Range 23.93 - 27.06 | Updated Date 04/2/2025 |
Upturn AI SWOT
Franklin Templeton ETF Trust
ETF Overview
Overview
Franklin Templeton offers a suite of ETFs covering various sectors, strategies, and asset classes. These ETFs aim to provide investors with access to diverse investment opportunities, ranging from broad market exposure to specific factor-based or thematic strategies. Asset allocation varies by fund, catering to different risk tolerances and investment objectives. Investment strategies range from passive index tracking to active management.
Reputation and Reliability
Franklin Templeton is a well-established global investment management firm with a long history and significant assets under management. They are generally considered reliable and reputable.
Management Expertise
Franklin Templeton employs a team of experienced investment professionals with expertise in various asset classes and investment strategies.
Investment Objective
Goal
The primary investment goal varies depending on the specific Franklin Templeton ETF. Goals can include capital appreciation, income generation, or tracking a specific index or benchmark.
Investment Approach and Strategy
Strategy: Strategies vary widely depending on the specific ETF. Some track indices, while others employ active management strategies.
Composition Composition varies depending on the specific ETF, including stocks, bonds, commodities, or a mix of assets.
Market Position
Market Share: Varies significantly by specific fund and sector.
Total Net Assets (AUM): Varies significantly by specific fund. Data is not aggregated here.
Competitors
Key Competitors
- iShares Core S&P 500 (IVV)
- Vanguard S&P 500 ETF (VOO)
- SPDR S&P 500 ETF Trust (SPY)
Competitive Landscape
The ETF industry is highly competitive, with numerous providers offering similar products. Franklin Templeton ETF Trust competes with larger, more established players like iShares and Vanguard. Advantages might include specialized investment strategies or lower fees in specific niches. Disadvantages include smaller AUM and less liquidity compared to larger competitors.
Financial Performance
Historical Performance: Historical financial performance varies significantly based on the specific Franklin Templeton ETF.
Benchmark Comparison: Benchmark comparison varies based on the specific Franklin Templeton ETF and its investment objective.
Expense Ratio: Expense ratios vary by fund, generally ranging from 0.03% to 0.75%.
Liquidity
Average Trading Volume
Average trading volume varies greatly depending on the specific ETF; larger, more popular ETFs exhibit higher trading volumes.
Bid-Ask Spread
Bid-ask spreads also vary; more liquid ETFs typically have tighter spreads, resulting in lower trading costs.
Market Dynamics
Market Environment Factors
Market dynamics are influenced by economic indicators, sector growth prospects, and overall market conditions affecting the specific asset classes and regions in which the ETF invests.
Growth Trajectory
Growth trends and patterns of Franklin Templeton ETFs vary, driven by market conditions, investor demand, and changes to investment strategies or holdings within each fund.
Moat and Competitive Advantages
Competitive Edge
Franklin Templeton ETF Trust offers a diverse range of ETFs with specialized investment strategies. These strategies can focus on specific sectors, factor-based investing, or thematic trends. Their expertise in active management may provide an advantage in certain market conditions. Franklin Templeton's brand recognition and global presence also contribute to their competitive edge. They strive to differentiate themselves through innovative product offerings and tailored investment solutions.
Risk Analysis
Volatility
Volatility varies depending on the specific Franklin Templeton ETF and its underlying assets; equity ETFs tend to be more volatile than bond ETFs.
Market Risk
Market risk is associated with the specific underlying assets held by the ETF, including equity market risk, interest rate risk, and credit risk.
Investor Profile
Ideal Investor Profile
The ideal investor profile varies greatly depending on the specific ETF's investment objective and risk profile; some ETFs are suitable for long-term investors seeking diversification, while others are better suited for active traders seeking specific exposure.
Market Risk
Suitability depends on the specific Franklin Templeton ETF. Some are best for long-term investors, while others may be suitable for active traders seeking specific exposure.
Summary
Franklin Templeton ETF Trust provides a diverse suite of ETFs catering to various investment objectives and risk tolerances. They compete in a crowded market with larger and more established players. Their competitive edge lies in their specialized investment strategies and global presence. Investors should carefully consider the specific characteristics of each ETF before investing, including its investment objective, risk profile, and expense ratio.
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Sources and Disclaimers
Data Sources:
- Franklin Templeton official website
- ETF.com
- Morningstar
- Yahoo Finance
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market conditions and ETF performance can change rapidly. 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
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 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).
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.