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Upturn AI SWOT - About
Franklin Liberty Investment Grade Corporate ETF (FLCO)
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Upturn Advisory Summary
10/24/2025: FLCO (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 9.86% | Avg. Invested days 52 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
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. It invests primarily in U.S. dollar-denominated investment grade corporate debt securities. The ETF aims to offer a diversified portfolio of corporate bonds while managing risk through active security selection.
Reputation and Reliability
Franklin Templeton is a well-established global investment management organization with a long track record.
Management Expertise
Franklin Templeton has a dedicated team of fixed income professionals with expertise in credit analysis and portfolio management.
Investment Objective
Goal
To provide current income by investing in investment grade corporate bonds.
Investment Approach and Strategy
Strategy: FLCO is actively managed, and does not track a specific index. It employs a bottom-up security selection process focusing on undervalued corporate bonds.
Composition The ETF holds a diversified portfolio of investment grade corporate bonds across various sectors.
Market Position
Market Share: FLCO has a moderate market share within the investment grade corporate bond ETF sector.
Total Net Assets (AUM): 989158272
Competitors
Key Competitors
- LQD
- VCIT
- VCSH
- IEF
Competitive Landscape
The investment grade corporate bond ETF market is highly competitive, with established players like LQD dominating. FLCO differentiates itself through active management and a focus on undervalued securities. FLCO's advantage lies in its active management approach that can potentially outperform passive index-tracking ETFs. However, active management also entails higher expense ratios and the risk of underperformance.
Financial Performance
Historical Performance: Historical performance data should be obtained from reliable financial sources.
Benchmark Comparison: FLCO's performance is compared to benchmarks like the Bloomberg Barclays U.S. Corporate Investment Grade Index to assess its relative performance.
Expense Ratio: 0.36
Liquidity
Average Trading Volume
FLCO exhibits moderate liquidity, generally sufficient for most investors, and its average trading volume is around 170000.
Bid-Ask Spread
The bid-ask spread is usually tight, indicating efficient trading, and its spread is generally around 0.03%.
Market Dynamics
Market Environment Factors
Interest rate movements, credit spreads, and overall economic conditions influence FLCO's performance. Corporate bond yields and credit quality trends also significantly impact FLCO's returns.
Growth Trajectory
FLCO's growth is tied to the demand for investment grade corporate bond exposure and the success of its active management strategy. Changes in interest rate expectations and credit market sentiment can affect its growth trajectory.
Moat and Competitive Advantages
Competitive Edge
FLCO's primary advantage is its active management approach, which allows the fund managers to strategically select bonds they believe are undervalued, potentially leading to higher returns compared to passive index trackers. The fund also benefits from Franklin Templeton's extensive research capabilities and experience in the fixed income market. The capability to adjust the portfolio based on market conditions can provide an edge in fluctuating credit environments. This flexibility can translate into superior risk-adjusted returns for investors compared to passively managed ETFs.
Risk Analysis
Volatility
FLCO's volatility is generally moderate, reflecting the investment grade nature of its holdings.
Market Risk
FLCO is exposed to interest rate risk, credit risk, and liquidity risk. Changes in interest rates can negatively impact bond prices. Downgrades in credit ratings of its holdings could lead to losses.
Investor Profile
Ideal Investor Profile
FLCO is suitable for income-seeking investors looking for exposure to investment grade corporate bonds. It is also suitable for investors seeking diversification within their fixed income portfolio.
Market Risk
FLCO is suitable for long-term investors who are seeking a steady stream of income and are comfortable with moderate risk. It is less suited for active traders seeking short-term gains.
Summary
The Franklin Liberty Investment Grade Corporate ETF (FLCO) offers exposure to a diversified portfolio of U.S. dollar-denominated investment grade corporate bonds. It is actively managed by Franklin Templeton's experienced fixed income team, aiming to generate current income. While facing competition from larger passively managed ETFs, FLCO differentiates itself through its active security selection process. Its performance is influenced by interest rate movements, credit spreads, and the overall economic environment. It is best suited for long-term investors seeking stable income and diversification within their fixed income portfolio.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Franklin Templeton Website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Investors should conduct their own due diligence before making any investment decisions. Past performance is not indicative of future results.
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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