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Franklin Templeton ETF Trust (INCM)
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Upturn Advisory Summary
01/21/2025: INCM (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type ETF | Historic Profit 8.57% | Avg. Invested days 80 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance 4.0 | ETF Returns Performance 3.0 |
Profits based on simulation | Last Close 01/21/2025 |
Key Highlights
Volume (30-day avg) 145872 | Beta 0.99 | 52 Weeks Range 23.99 - 27.20 | Updated Date 01/22/2025 |
52 Weeks Range 23.99 - 27.20 | Updated Date 01/22/2025 |
AI Summary
Franklin Templeton ETF Trust: A Summary
Profile:
Franklin Templeton ETF Trust offers a diverse range of exchange-traded funds (ETFs) spanning various asset classes and investment strategies. Their ETFs cater to various investor needs, from broad market exposure to targeted sector or thematic investments.
Objective:
The primary investment goal of Franklin Templeton ETF Trust varies depending on the specific ETF. Some ETFs aim to track a specific market index, while others pursue active management strategies to outperform the market.
Issuer:
Franklin Templeton Investments, a global asset management firm with over 75 years of experience and over $1.5 trillion in assets under management, issues the ETFs. The firm boasts a strong reputation for its investment expertise and robust risk management framework.
Market Share:
Franklin Templeton ETF Trust holds a significant market share in the ETF industry, ranking among the top 20 ETF providers globally.
Total Net Assets:
The total net assets under management for Franklin Templeton ETF Trust surpasses $140 billion.
Moat:
Franklin Templeton ETF Trust's competitive advantages include:
- Experienced Management Team: The firm boasts a seasoned investment team with a proven track record in managing various asset classes.
- Diverse ETF Lineup: The trust offers a wide range of ETFs catering to diverse investor profiles and risk appetites.
- Strong Brand Recognition: Franklin Templeton enjoys a strong reputation for its investment expertise and commitment to client service.
Financial Performance:
Franklin Templeton ETF Trust has delivered competitive returns across its ETF portfolio. Performance data is available on their website for specific ETFs.
Growth Trajectory:
The ETF market is experiencing continued growth, and Franklin Templeton ETF Trust is well-positioned to capitalize on this trend with its diverse ETF offerings.
Liquidity:
Franklin Templeton ETFs generally exhibit high trading volume and narrow bid-ask spreads, ensuring efficient buying and selling.
Market Dynamics:
The ETF market is influenced by various factors, including economic conditions, interest rate movements, and investor sentiment. Franklin Templeton actively monitors these factors and adjusts its ETF strategies accordingly.
Competitors:
Key competitors include BlackRock, Vanguard, and State Street Global Advisors.
Expense Ratio:
Expense ratios for Franklin Templeton ETFs vary depending on the specific fund. Generally, they are competitive within their respective categories.
Investment Approach and Strategy:
Franklin Templeton ETF Trust offers both passively managed index-tracking ETFs and actively managed ETFs that employ various investment strategies. The specific holdings and strategies vary depending on the individual ETF.
Key Points:
- Diverse ETF lineup catering to various investment needs.
- Strong brand recognition and experienced management team.
- Competitive returns and growth potential.
- High liquidity and tight bid-ask spreads.
Risks:
- Market volatility can impact ETF performance.
- Specific risks associated with the underlying assets of each ETF.
Who Should Consider Investing:
Franklin Templeton ETFs are suitable for investors seeking:
- Diversification across asset classes.
- Exposure to specific sectors or themes.
- Passive or active investment strategies.
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. This rating reflects the firm's strong brand recognition, experienced management team, diverse ETF lineup, and competitive performance. However, the rating acknowledges potential risks associated with market volatility and individual ETF strategies.
Resources and Disclaimers:
This analysis utilizes data from Franklin Templeton's website and other publicly available sources. Investing involves risk, and this information should not be considered financial advice. Always conduct your research and consult with a financial professional before making investment decisions.
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.