ETFs - Profile

Franklin Liberty U.S. Low Volatility ETF

US > Multi-Cap > Core

Rank

Universe Rank
63 28

Summary

The fund seeks capital appreciation by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in equity securities (principally common stocks) of U.S. companies.

The research process is driven by fundamental analysis of one stock at a time.

In selecting securities for the portfolio, the research team creates a starting universe that is derived from the holdings of a number of actively managed Franklin Templeton equity funds.

The team then screens that universe on a quarterly basis to identify those securities with the lowest realized volatility relative to their corresponding sectors.

Also, the team incorporates fundamental views of individual stocks.

Then the manager constructs a portfolio of stocks from a list of companies favored by the research More

Philosophy Strategy Process Reaserch Risk Management

Price

  • Last Close
  • $48.08
    +0.11
  • 52 Week HL
  • $51.49 - $40.4
  • Net Assets
  • $154 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Performance
-6.7 % YTD

  • 3 Year
  • 57.17%
  • 5 Year
  • 94.65%
  • Best
  • 31.29%
    2019
  • Worst
  • -6.68%
    2022

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
FLLV -7%22%10%31%0%20%0%0%0%0%0%
S&P 500 -8%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -6.5% 4.3% -19.1% 15.6% -0.6% 5.2% - - - - -
Q2 - 5.6% 17.3% 4.8% 1.8% 3.6% -100% - - - -
Q3 - -1.3% 7.2% 2% 7% 2.1% -1.2% - - - -
Q4 - 9.9% -100% 4.5% -10.2% 6.7% 2.1% - - - -

Returns +
M

J F M A M J J A S O N D
2022 -6.5% - - - - - - - - - - -
2021 -2.5% 1.2% 5.7% 4.2% 0.9% 0.5% 4.2% 1.7% -5% 5.1% -0.5% 5.1%

Annual
Return

Index Comparison

Alpha

NAV