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Upturn AI SWOT - About
Franklin Liberty Ultra Short Bond ETF (FLUD)
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Upturn Advisory Summary
08/14/2025: FLUD (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 12.4% | Avg. Invested days 524 | 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 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.04 | 52 Weeks Range 23.54 - 25.32 | Updated Date 06/30/2025 |
52 Weeks Range 23.54 - 25.32 | Updated Date 06/30/2025 |
Upturn AI SWOT
Franklin Liberty Ultra Short Bond ETF
ETF Overview
Overview
The Franklin Liberty Ultra Short Bond ETF (FLOT) seeks to provide current income while preserving capital by investing in a diversified portfolio of investment-grade, US dollar-denominated debt securities with a weighted average maturity of one year or less. The fund primarily focuses on short-term corporate bonds and government securities.
Reputation and Reliability
Franklin Templeton is a well-established and reputable global investment management firm with a long track record.
Management Expertise
Franklin Templeton has a large and experienced team of investment professionals managing fixed-income portfolios.
Investment Objective
Goal
To provide current income while preserving capital.
Investment Approach and Strategy
Strategy: FLOT does not track a specific index; it is actively managed to outperform its benchmark.
Composition The ETF holds a diversified portfolio of investment-grade, US dollar-denominated debt securities with a weighted average maturity of one year or less, including corporate bonds, government securities, and asset-backed securities.
Market Position
Market Share: FLOT holds a significant market share in the ultra-short bond ETF category.
Total Net Assets (AUM): 1280000000
Competitors
Key Competitors
- MINT
- GSY
- NEAR
- ICSH
Competitive Landscape
The ultra-short bond ETF market is competitive, with several established players. FLOT benefits from Franklin Templeton's expertise and distribution network. However, some competitors have lower expense ratios or larger AUM. FLOT's active management strategy could provide an advantage in certain market conditions, but it also adds risk.
Financial Performance
Historical Performance: Data unavailable for graph format, but the ETFu2019s performance should be reviewed over different time periods (e.g., 1-year, 3-year, 5-year) to understand its track record.
Benchmark Comparison: Data unavailable for graph format, but FLOT's performance should be compared to its benchmark index (Bloomberg Barclays US Treasury Bill 1-3 Month Index) to gauge its effectiveness.
Expense Ratio: 0.2
Liquidity
Average Trading Volume
FLOT has a moderate average trading volume, which is generally sufficient for most investors.
Bid-Ask Spread
The bid-ask spread for FLOT is typically tight, indicating good liquidity.
Market Dynamics
Market Environment Factors
Interest rate changes, credit spreads, and economic growth all impact FLOT. Changes in the Federal Reserve's monetary policy are particularly important.
Growth Trajectory
The ultra-short bond ETF category has grown in popularity as investors seek to manage interest rate risk. FLOT's growth will depend on its ability to attract and retain assets in a competitive environment.
Moat and Competitive Advantages
Competitive Edge
FLOT benefits from the brand recognition and distribution network of Franklin Templeton. Its active management strategy allows for flexibility in responding to changing market conditions. The fund's focus on investment-grade securities provides a degree of safety. Its relative short duration lowers its interest rate sensitivity relative to other bond funds. However, actively managed funds can underperform their passive benchmarks due to manager misjudgement.
Risk Analysis
Volatility
FLOT has low volatility due to its short duration and focus on investment-grade securities.
Market Risk
FLOT is subject to credit risk, as some of its holdings could default. It is also subject to interest rate risk, although this risk is mitigated by its short duration.
Investor Profile
Ideal Investor Profile
FLOT is suitable for conservative investors seeking current income while preserving capital. It is also appropriate for investors who want to reduce interest rate risk in their fixed-income portfolio.
Market Risk
FLOT is best for long-term investors or passive index followers seeking a low-risk fixed income option.
Summary
The Franklin Liberty Ultra Short Bond ETF (FLOT) offers a conservative approach to fixed income investing. It primarily invests in short-term, investment-grade debt securities, aiming to deliver current income while minimizing capital risk. FLOT is actively managed by Franklin Templeton, leveraging their expertise in fixed-income markets. Its low volatility and focus on capital preservation make it suitable for risk-averse investors. However, its active management and competitive market mean its performance should be regularly evaluated against both its benchmark and its competitors.
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 should not be considered investment advice. Past performance is not indicative of future results. Market share data is approximate and may vary depending on the source.
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 Ultra Short 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 bonds and investments that provide exposure to bonds. It targets an estimated average portfolio duration of one (1) year or less. The fund invests predominantly in U.S. dollar denominated, investment grade debt securities and investments. It may invest in U.S. dollar denominated foreign securities, including emerging market securities.
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.