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FLCO
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Franklin Liberty Investment Grade Corporate ETF (FLCO)

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$21.61
Last Close (24-hour delay)
Profit since last BUY2.37%
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BUY since 50 days
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Upturn Advisory Summary

08/14/2025: FLCO (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

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 7.02%
Avg. Invested days 44
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
ETF Returns Performance Upturn Returns Performance 2.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

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

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Franklin Liberty Investment Grade Corporate ETF

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ETF Overview

overview logo 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.

reliability logo Reputation and Reliability

Franklin Templeton is a well-established global investment management organization with a long history of providing investment solutions.

reliability logo Management Expertise

Franklin Templeton has experienced portfolio managers and analysts specializing in fixed income securities.

Investment Objective

overview logo 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

overview logo 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.

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 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.