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Franklin Templeton ETF Trust - Franklin Liberty U.S. Core Bond ETF (FLCB)



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Upturn Advisory Summary
08/14/2025: FLCB (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 8.6% | Avg. Invested days 46 | 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) - | Beta 0.98 | 52 Weeks Range 20.20 - 21.58 | Updated Date 06/30/2025 |
52 Weeks Range 20.20 - 21.58 | Updated Date 06/30/2025 |
Upturn AI SWOT
Franklin Templeton ETF Trust - Franklin Liberty U.S. Core Bond ETF
ETF Overview
Overview
The Franklin Liberty U.S. Core Bond ETF (FLCB) seeks to provide a high level of current income, consistent with prudent investing, by investing primarily in U.S. investment-grade debt securities. The ETF aims for broad diversification across the U.S. bond market.
Reputation and Reliability
Franklin Templeton is a well-established global investment management firm with a long history and a strong reputation for providing diverse investment solutions.
Management Expertise
Franklin Templeton has a team of experienced fixed income portfolio managers and analysts with expertise in credit analysis, interest rate forecasting, and macroeconomic research.
Investment Objective
Goal
To provide a high level of current income, consistent with prudent investing in U.S. investment-grade debt securities.
Investment Approach and Strategy
Strategy: The ETF uses an active management strategy to seek total return by investing in a diversified portfolio of U.S. investment-grade debt securities.
Composition The ETF primarily holds U.S. government bonds, corporate bonds, mortgage-backed securities (MBS), and asset-backed securities (ABS), all of which are investment grade.
Market Position
Market Share: The market share of FLCB in the core bond ETF sector is moderate.
Total Net Assets (AUM): 185880000
Competitors
Key Competitors
- AGG
- LQD
- BND
Competitive Landscape
The core bond ETF market is dominated by a few very large players. FLCB differentiates itself through active management, aiming to outperform passively managed competitors. Its smaller size may present liquidity disadvantages compared to AGG or BND but offers more flexibility.
Financial Performance
Historical Performance: Historical performance data needs to be obtained from reliable financial data providers and is subject to change. It is crucial to verify the information before making any investment decisions.
Benchmark Comparison: The ETF's performance can be compared to benchmarks like the Bloomberg Barclays U.S. Aggregate Bond Index to evaluate its effectiveness.
Expense Ratio: 0.2
Liquidity
Average Trading Volume
The average trading volume of FLCB represents moderate liquidity and ease of trading for most investors.
Bid-Ask Spread
The bid-ask spread reflects the cost of trading FLCB and can vary based on market conditions and trading volume.
Market Dynamics
Market Environment Factors
Interest rate movements, inflation expectations, credit spreads, and overall economic growth significantly impact the performance of FLCB. These factors affect the bond yields and prices.
Growth Trajectory
FLCB's growth trajectory depends on its ability to attract and retain assets through consistent performance and effective risk management; changes in interest rate environments could affect future holdings and strategies.
Moat and Competitive Advantages
Competitive Edge
FLCB aims to generate alpha through active management. The active management strategy allows for adjustments based on economic conditions. Franklin Templeton's expertise and resources provide an edge in fixed-income investing. However, active management also introduces risks associated with management decisions, and performance is not guaranteed to outperform the benchmark.
Risk Analysis
Volatility
The volatility of FLCB is influenced by interest rate fluctuations and credit spreads, as it is a bond fund.
Market Risk
Market risk arises from changes in interest rates, credit spreads, and overall economic conditions, all of which can impact the value of the underlying bonds.
Investor Profile
Ideal Investor Profile
FLCB is suitable for investors seeking current income and diversification within their fixed-income portfolio and are comfortable with moderate interest rate and credit risk. It is ideal for those seeking a core bond holding.
Market Risk
FLCB is suitable for long-term investors looking for income and capital preservation. It may also appeal to those who seek actively managed fixed-income exposure.
Summary
Franklin Liberty U.S. Core Bond ETF (FLCB) is an actively managed ETF that invests primarily in U.S. investment-grade debt securities, seeking a high level of current income. While Franklin Templeton has a strong reputation, FLCB competes in a market dominated by larger, passively managed funds. Its smaller size may present liquidity concerns, but active management could provide opportunities for outperformance. Investors should assess their risk tolerance and investment goals before investing in FLCB.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Franklin Templeton Website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be based on your own research and risk tolerance. Past performance is not indicative of future results. Market share data is approximate and subject to change.
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 - Franklin Liberty U.S. Core Bond ETF
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 at least 80% of its net assets in bonds of U.S. issuers, including government, corporate debt, mortgage-backed and asset-backed securities. It invests predominantly in investment grade debt securities and, under normal market conditions, is generally expected to have sector, credit and duration exposures comparable to the Bloomberg U.S. Aggregate Bond Index, the fund's benchmark index. The fund may enter into various interest rate and credit-related derivatives, principally U.S. Treasury futures, interest rate swaps and credit default swaps.

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