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Morningstar

Franklin Short Duration US Govt ETF FTSD

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

Morningstar’s Analysis FTSD

Will FTSD 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 FTSD’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FTSD 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 FTSD’s parent organization’s priorities and whether they’re in line with investors’ interests.

Interesting, but questions remain.

Director Alec Lucas

Alec Lucas

Director

Summary

Not least because of this active exchange-traded fund’s modest fee hurdle, Franklin Short Duration U.S. Government is an interesting mortgage-focused option within the short government Morningstar Category; but questions about its team and long-term strategic edge provide pause.

by Alec Lucas
Rated on Published on

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Portfolio Holdings FTSD

More FTSD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 3.125%

12.13 18.4 Mil
Cash and Equivalents

United States Treasury Notes 4.5%

5.92 9.0 Mil
Government

Federal National Mortgage Association 0.01887%

5.47 8.3 Mil
Securitized

United States Treasury Notes 4.75%

4.62 7.0 Mil
Cash and Equivalents

Federal National Mortgage Association 5.5%

4.42 6.7 Mil
Securitized

Federal National Mortgage Association 5.5%

3.95 6.0 Mil
Securitized

United States Treasury Notes 4.125%

3.28 5.0 Mil
Government

Franklin Templeton Sweep

2.88 4.4 Mil
Cash and Equivalents

Government National Mortgage Association 6.33333%

2.27 3.4 Mil
Securitized

United States Treasury Notes 4.875%

1.79 2.7 Mil
Government