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Franklin Income Focus ETF INCM

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

Morningstar’s Analysis INCM

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

  • 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.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Franklin Income Focus ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings INCM

More INCM Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

U.S. Treasury Bond Stripped Principal Payment

3.97 9.2 Mil
Government

Us Dollar

3.77 8.7 Mil
Cash and Equivalents

U.S. Treasury Bond Stripped Principal Payment

2.27 5.2 Mil
Government

Chevron Corp

1.83 4.2 Mil
Energy

United States Treasury Notes

1.72 4.0 Mil
Government

United States Treasury Notes

1.66 3.8 Mil
Government

Tenet Healthcare Corporation

1.46 3.4 Mil
Corporate

Royal Bank of Canada

1.31 3.0 Mil
Corporate

JPMorgan Chase & Co

1.29 3.0 Mil
Financial Services

Wells Fargo Bank, National Association

1.11 2.6 Mil
Corporate