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INCM
Upturn stock ratingUpturn stock rating

Franklin Templeton ETF Trust (INCM)

Upturn stock ratingUpturn stock rating
$26.65
Delayed price
Profit since last BUY0.83%
upturn advisory
Consider higher Upturn Star rating
BUY since 43 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
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Upturn Advisory Summary

04/01/2025: INCM (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

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Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

AI Based Fundamental Rating

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Above Average Performance

These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.

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 stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 4.0
ETF Returns Performance Upturn Returns Performance 3.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 04/01/2025

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

ai summary icon Upturn AI SWOT

Franklin Templeton ETF Trust

stock logo

ETF Overview

overview logo 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.

reliability logo 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.

reliability logo Management Expertise

Franklin Templeton employs a team of experienced investment professionals with expertise in various asset classes and investment strategies.

Investment Objective

overview logo 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

overview logo 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.

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

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).

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