Franklin Income Focus ETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.
Franklin Income Focus ETF INCM
Morningstar’s Analysis INCM
Will INCM outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the INCM 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 INCM’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 13.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Franklin Instl U.S. Govt Mny Mkt Fund | 3.21 | 51M | Cash and Equivalents |
Procter & Gamble Co | 1.96 | 31M | Consumer Defensive |
Verizon Communications Inc | 1.62 | 26M | Communication Services |
United States Treasury Notes 4% | 1.36 | 22M | Government |
Exxon Mobil Corp | 1.30 | 21M | Energy |
PepsiCo Inc | 1.27 | 20M | Consumer Defensive |
Chevron Corp | 1.21 | 19M | Energy |
Duke Energy Corp | 1.18 | 19M | Utilities |
DTE Energy Co | 1.18 | 19M | Utilities |
United States Treasury Bonds 4.75% | 1.03 | 16M | Government |