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Morningstar

Franklin Ultra Short Bond ETF FLUD

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub

Morningstar’s Analysis FLUD

Will FLUD outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FLUD’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FLUD management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FLUD’s parent organization’s priorities and whether they’re in line with investors’ interests.

Franklin Ultra Short Bond ETF's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FLUD

More FLUD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Franklin IFT Money Market

43.64 1.6 Mil
Cash and Equivalents

Verizon Communications Inc. 6.6686%

4.09 151,610
Corporate

Tapestry Inc 7.05%

2.74 101,642
Corporate

Goldman Sachs Group, Inc. 6.7386%

2.72 100,843
Corporate

Pacific Life Global Funding II 6.12979%

2.71 100,409
Corporate

AT&T Inc 6.76245%

2.70 100,135
Cash and Equivalents

Discover Card Execution Note Trust 6.03546%

2.70 100,076
Securitized

The Charles Schwab Corporation 5.86064%

2.70 99,963
Corporate

Westpac Banking Corp. 5.35%

2.70 99,948
Corporate

Truist Financial Corp. 5.73316%

2.69 99,666
Corporate