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Upturn AI SWOT - About
Franklin Liberty Systematic Style Premia ETF (FLSP)
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Upturn Advisory Summary
08/14/2025: FLSP (1-star) is currently NOT-A-BUY. Pass it for now.
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 0.87% | Avg. Invested days 56 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.05 | 52 Weeks Range 21.49 - 26.00 | Updated Date 06/30/2025 |
52 Weeks Range 21.49 - 26.00 | Updated Date 06/30/2025 |
Upturn AI SWOT
Franklin Liberty Systematic Style Premia ETF
ETF Overview
Overview
The Franklin Liberty Systematic Style Premia ETF (FLSP) seeks long-term capital appreciation by systematically investing in US equities based on style premia such as value, momentum, and quality.
Reputation and Reliability
Franklin Templeton is a well-established global investment management firm with a long history and a strong reputation.
Management Expertise
Franklin Templeton has experienced portfolio managers and analysts focused on quantitative and factor-based investing.
Investment Objective
Goal
To provide long-term capital appreciation.
Investment Approach and Strategy
Strategy: FLSP uses a systematic, rules-based approach to select and weight US equities based on exposure to value, momentum, and quality factors.
Composition The ETF primarily holds US equities, selected and weighted based on a proprietary factor model.
Market Position
Market Share: Data unavailable to calculate the current market share of FLSP.
Total Net Assets (AUM): 363000000
Competitors
Key Competitors
- IVV
- SPY
- MTUM
- QUAL
- VLUE
Competitive Landscape
The ETF industry is highly competitive, with many funds offering exposure to US equities and factor-based strategies. FLSP's advantage lies in its specific factor combination and proprietary implementation, which may differentiate it. Competitors may have lower expense ratios or higher AUM, offering potential economies of scale. However, FLSP's systematic approach can appeal to investors seeking a rules-based investment strategy.
Financial Performance
Historical Performance: Historical performance data is not available at this time.
Benchmark Comparison: Benchmark comparison is not available at this time.
Expense Ratio: 0.15
Liquidity
Average Trading Volume
FLSP's average trading volume provides sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread of FLSP is generally tight, indicating relatively low trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and investor sentiment can influence the performance of FLSP, as can the relative performance of value, momentum, and quality factors.
Growth Trajectory
The growth trajectory of FLSP is dependent on investor demand for factor-based strategies and the ETF's ability to deliver competitive returns relative to its peers and the broader market.
Moat and Competitive Advantages
Competitive Edge
FLSP's competitive advantage lies in its systematic and rules-based approach to factor investing, which can provide a consistent and transparent investment process. It blends exposure to value, momentum, and quality factors, potentially capturing multiple sources of alpha. The ETF's low expense ratio for a factor-based ETF adds to its appeal. The specific factor implementation and portfolio construction methodologies differentiate it from broader market or single-factor ETFs. Franklin Templeton's strong brand and distribution network also support the ETF's growth potential.
Risk Analysis
Volatility
The volatility of FLSP will depend on the volatility of its underlying US equity holdings and the sensitivity of its factor exposures to market conditions.
Market Risk
FLSP is subject to market risk, which is the risk that the overall market declines, affecting the value of its holdings. Factor-specific risks, such as periods of underperformance for value, momentum, or quality, can also impact the ETF's performance.
Investor Profile
Ideal Investor Profile
The ideal investor for FLSP is one seeking long-term capital appreciation and exposure to factor-based investing. They are comfortable with the potential for market volatility and factor-specific risks.
Market Risk
FLSP is suitable for long-term investors who understand and believe in the principles of factor investing. It's not necessarily suitable for active traders seeking short-term gains.
Summary
The Franklin Liberty Systematic Style Premia ETF (FLSP) offers investors exposure to US equities through a systematic, factor-based approach. It seeks to capture the value, momentum, and quality premia. Franklin Templeton's expertise provides a competitive edge, while a low expense ratio enhances investor returns. FLSP is best suited for long-term investors comfortable with market volatility and factor-specific risks.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Franklin Templeton Website
- ETF.com
- Bloomberg
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute financial advice. Past performance is not indicative of future results. Investment decisions should be made based on individual circumstances and after consulting with a qualified financial advisor.
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 Systematic Style Premia ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund seeks to achieve its investment goal by allocating its assets across two underlying alternative investment strategies, which represent top-down and bottom-up approaches to capturing factor-based risk premia. Through the two strategies, it may invest in or obtain exposure to: (i) equity securities (which may include common stocks and preferred stocks), (ii) debt securities (which may include bonds, notes, debentures, banker's acceptances and commercial paper), (iii) commodity-linked derivative instruments and (iv) currency-related derivative instruments.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.