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Franklin Liberty Investment Grade Corporate ETF (FLCO)



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Upturn Advisory Summary
08/14/2025: FLCO (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 7.02% | Avg. Invested days 44 | 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 1.16 | 52 Weeks Range 20.12 - 21.54 | Updated Date 06/29/2025 |
52 Weeks Range 20.12 - 21.54 | Updated Date 06/29/2025 |
Upturn AI SWOT
Franklin Liberty Investment Grade Corporate ETF
ETF Overview
Overview
The Franklin Liberty Investment Grade Corporate ETF (FLCO) seeks to provide current income by investing primarily in investment-grade corporate bonds. It aims to offer a diversified portfolio of U.S. corporate debt securities.
Reputation and Reliability
Franklin Templeton is a well-established global investment management organization with a long history of providing investment solutions.
Management Expertise
Franklin Templeton has experienced portfolio managers and analysts specializing in fixed income securities.
Investment Objective
Goal
The ETF's goal is to provide current income while maintaining a focus on investment-grade corporate bonds.
Investment Approach and Strategy
Strategy: The ETF does not track a specific index. It employs a bottom-up fundamental research approach to select securities.
Composition The ETF primarily holds U.S. dollar-denominated investment-grade corporate bonds.
Market Position
Market Share: Data unavailable to provide market share information.
Total Net Assets (AUM): 2009000000
Competitors
Key Competitors
- LQD
- VCIT
- IEF
Competitive Landscape
The investment-grade corporate bond ETF market is highly competitive. FLCO's advantage lies in its active management and potential to outperform passive ETFs. However, it may have higher expense ratios than passive competitors, which could affect returns.
Financial Performance
Historical Performance: Historical performance data needs to be retrieved from financial sources and would typically be presented as a time series of returns.
Benchmark Comparison: The ETF's performance should be compared to relevant investment-grade corporate bond indices to assess its added value.
Expense Ratio: 0.36
Liquidity
Average Trading Volume
The ETF has a healthy average trading volume, indicating good liquidity.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting the ETF's liquidity and lower trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, and credit spreads significantly impact the performance of investment-grade corporate bonds.
Growth Trajectory
Growth trends for FLCO depend on factors like investor demand for corporate bond exposure and Franklin Templeton's ability to attract and retain assets.
Moat and Competitive Advantages
Competitive Edge
FLCO differentiates itself through active management, seeking to identify undervalued corporate bonds and potentially outperform passive indices. Its focus on bottom-up research and credit analysis provides an edge. The ETF's active approach aims to mitigate credit risk. Franklin Templeton's research expertise adds value, but this also results in higher expense ratios.
Risk Analysis
Volatility
The ETF's volatility is expected to be moderate, reflecting the investment-grade nature of its holdings.
Market Risk
The ETF faces interest rate risk, credit risk (although mitigated by its investment-grade focus), and market risk associated with broader economic downturns.
Investor Profile
Ideal Investor Profile
FLCO is suitable for income-seeking investors who want exposure to investment-grade corporate bonds within a diversified portfolio.
Market Risk
The ETF is best suited for long-term investors seeking a steady stream of income and moderate capital appreciation.
Summary
Franklin Liberty Investment Grade Corporate ETF (FLCO) is an actively managed fund that provides exposure to U.S. dollar-denominated investment-grade corporate bonds. It seeks to generate current income through active security selection and credit analysis. The ETF is managed by Franklin Templeton, a reputable global investment firm. It may appeal to income-oriented investors looking for an alternative to passively managed bond ETFs, but investors should be aware of the higher expense ratio associated with active management.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Franklin Templeton website
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market share data was not available for accurate reporting.
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 Liberty Investment Grade Corporate 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 investment grade corporate debt securities and investments. It invests primarily in U.S. dollar denominated corporate debt securities issued by U.S. and foreign companies. The fund may invest in debt securities of any maturity or duration. The fund's focus on the credit quality of its portfolio is intended to reduce credit risk and help to preserve the fund's capital.

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