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Upturn AI SWOT - About
Franklin Liberty U.S. Treasury Bond ETF (FLGV)
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Upturn Advisory Summary
10/24/2025: FLGV (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 9.66% | Avg. Invested days 68 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.83 | 52 Weeks Range 19.13 - 20.93 | Updated Date 06/30/2025 |
52 Weeks Range 19.13 - 20.93 | Updated Date 06/30/2025 |
Upturn AI SWOT
Franklin Liberty U.S. Treasury Bond ETF
ETF Overview
Overview
The Franklin Liberty U.S. Treasury Bond ETF (FLGV) seeks to provide current income by investing primarily in U.S. Treasury bonds. It aims to offer exposure to the broad U.S. Treasury market, focusing on bonds backed by the full faith and credit of the U.S. government.
Reputation and Reliability
Franklin Templeton is a well-established global investment management firm with a long history and a strong reputation for providing a diverse range of investment products.
Management Expertise
Franklin Templeton has a dedicated fixed-income team with significant experience in managing Treasury bond portfolios, offering expertise in macroeconomic analysis and credit risk management.
Investment Objective
Goal
The fund seeks to provide current income by investing in U.S. Treasury bonds.
Investment Approach and Strategy
Strategy: The ETF aims to track the performance of the U.S. Treasury bond market, primarily by investing in securities issued or guaranteed by the U.S. government.
Composition The ETF holds a portfolio of U.S. Treasury bonds with varying maturities. It may also invest in cash and cash equivalents to manage liquidity.
Market Position
Market Share: FLGV holds a smaller market share compared to its larger competitors in the U.S. Treasury bond ETF market.
Total Net Assets (AUM): 107800000
Competitors
Key Competitors
- iShares 7-10 Year Treasury Bond ETF (IEF)
- iShares 20+ Year Treasury Bond ETF (TLT)
- Vanguard Total Bond Market ETF (BND)
Competitive Landscape
The U.S. Treasury bond ETF market is highly competitive, with larger ETFs like IEF and TLT dominating. FLGV's advantage may lie in its specific investment strategy or lower expense ratio, but it faces a challenge in gaining significant market share due to the established presence and larger AUM of its competitors. FLGV is a smaller ETF in this space.
Financial Performance
Historical Performance: Historical performance data can be obtained from financial data providers. Performance will vary based on Treasury bond yields.
Benchmark Comparison: The ETF's performance should be compared to a relevant U.S. Treasury bond index to assess its tracking efficiency.
Expense Ratio: 0.06
Liquidity
Average Trading Volume
FLGV's average trading volume is lower compared to larger Treasury bond ETFs, which could result in wider bid-ask spreads.
Bid-Ask Spread
The bid-ask spread may be slightly wider than those of larger, more liquid Treasury bond ETFs, impacting trading costs.
Market Dynamics
Market Environment Factors
Changes in interest rates, inflation expectations, and monetary policy decisions by the Federal Reserve can significantly impact the performance of FLGV.
Growth Trajectory
The growth trajectory of FLGV depends on investor demand for U.S. Treasury bonds and the ETF's ability to attract assets amidst strong competition.
Moat and Competitive Advantages
Competitive Edge
FLGV's competitive edge might include a targeted approach within the U.S. Treasury market, such as focusing on specific maturities or utilizing a particular weighting methodology. The ETF benefits from Franklin Templeton's expertise in fixed-income management and their well-established brand. It aims to deliver efficient exposure to the US Treasury bond market and offer current income. A competitive advantage lies in a potentially lower expense ratio than actively managed Treasury bond funds, although expense ratios of similar ETFs are comparable.
Risk Analysis
Volatility
FLGV's volatility is tied to the sensitivity of U.S. Treasury bonds to interest rate changes; rising rates can negatively impact bond values.
Market Risk
The primary market risk is interest rate risk, where rising interest rates can lead to a decline in the value of the ETF's bond holdings.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking exposure to U.S. Treasury bonds for income or diversification purposes, with a moderate risk tolerance.
Market Risk
FLGV is suitable for long-term investors looking for a relatively safe haven asset, or those seeking to balance risk in a portfolio.
Summary
Franklin Liberty U.S. Treasury Bond ETF (FLGV) provides exposure to the U.S. Treasury bond market, aiming to generate current income. It's a relatively small ETF compared to its competitors. The ETF carries interest rate risk, as its performance is sensitive to changes in the interest rates. It is ideal for investors seeking low-risk, stable returns through U.S. Treasury bonds.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Franklin Templeton Website
- ETF.com
- Morningstar
- Yahoo Finance
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions and ETF performance can change. Consult with a financial advisor before making any investment decisions.
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 U.S. Treasury 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 direct obligations of the U.S. Treasury, including Treasury bonds, bills, notes and Treasury Inflation-Protected Securities (TIPS), and investments that provide exposure to direct obligations of the U.S. Treasury. The fund may invest in U.S. Treasury securities of any maturity and intends to primarily focus on U.S. Treasury securities with a remaining maturity of between 1-30 years.
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