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Upturn AI SWOT - About
Franklin Income Equity Focus ETF (INCE)
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Upturn Advisory Summary
10/24/2025: INCE (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 15.89% | Avg. Invested days 53 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.8 | 52 Weeks Range 49.23 - 57.77 | Updated Date 06/30/2025 |
52 Weeks Range 49.23 - 57.77 | Updated Date 06/30/2025 |
Upturn AI SWOT
Franklin Income Equity Focus ETF
ETF Overview
Overview
The Franklin Income Equity Focus ETF (INCM) seeks to provide current income and long-term capital appreciation by investing primarily in dividend-paying U.S. companies. It employs a focused approach, selecting companies based on fundamental analysis and income potential, emphasizing quality and sustainability of dividends.
Reputation and Reliability
Franklin Templeton is a well-established global investment management firm with a long history and a strong reputation in the asset management industry.
Management Expertise
Franklin Templeton has a team of experienced investment professionals with expertise in equity income strategies and fundamental research.
Investment Objective
Goal
To provide current income and long-term capital appreciation.
Investment Approach and Strategy
Strategy: The ETF is actively managed, selecting securities based on fundamental analysis with a focus on dividend-paying U.S. companies.
Composition Primarily composed of U.S. dividend-paying stocks.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): 52740000
Competitors
Key Competitors
- SCHD
- VYM
- SPYD
- DVY
Competitive Landscape
The dividend ETF market is highly competitive, with several large and well-established funds. INCM is significantly smaller than its peers, such as SCHD, VYM, SPYD, and DVY. Its smaller size can be a disadvantage in terms of liquidity and visibility, but it may also offer the potential for greater agility in its investment strategy. INCM needs to differentiate itself by demonstrating superior performance or offering a unique investment approach to gain market share.
Financial Performance
Historical Performance: Data unavailable.
Benchmark Comparison: Data unavailable.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
The average trading volume of INCM is relatively low, potentially indicating lower liquidity compared to larger ETFs.
Bid-Ask Spread
The bid-ask spread for INCM is often wider due to its lower trading volume, which can increase transaction costs for investors.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate movements, and dividend policy shifts influence INCM. Sector performance, particularly in areas like financials and utilities, also affects its returns.
Growth Trajectory
INCMu2019s growth depends on its ability to attract investors seeking income and capital appreciation. Changes to strategy may occur to adapt to market conditions.
Moat and Competitive Advantages
Competitive Edge
INCM focuses on a concentrated portfolio of income-generating equities. Its active management aims to select companies with sustainable dividend yields. Franklin Templeton's brand recognition lends some credibility. However, its AUM and trading volume are significantly lower than competitors, and it hasn't been actively traded for long. This can be a disadvantage when attracting new investors.
Risk Analysis
Volatility
The ETF's volatility is influenced by the volatility of its underlying dividend-paying stocks. Economic downturns can lead to dividend cuts and increased volatility.
Market Risk
The ETF is subject to market risk, which is the risk that the overall market declines and the value of the ETF decreases. Specific sectors within the portfolio, such as financials and utilities, can introduce concentrated risk.
Investor Profile
Ideal Investor Profile
Investors seeking current income and long-term capital appreciation may find this ETF suitable. It may appeal to those looking for a dividend-focused investment.
Market Risk
Suitable for long-term investors seeking income and capital appreciation, but its active management approach and smaller size might not appeal to passive index followers.
Summary
The Franklin Income Equity Focus ETF (INCM) aims to provide income and capital appreciation through dividend-paying U.S. stocks. It is actively managed and has a focused portfolio. However, its smaller size and lower trading volume are drawbacks. Investors should consider its active management approach and focused portfolio when evaluating its suitability for their investment goals.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Franklin Templeton website
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market conditions and investment strategies may change over time. Consult with a qualified 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 Income Equity Focus 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 will invest at least 80% of its net assets in equity securities, and in derivatives and other instruments that have economic characteristics and provide investment exposure similar to equity securities.
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