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Morningstar

Franklin Senior Loan ETF FLBL

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

Morningstar’s Analysis FLBL

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

  • People Pillar

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

Weakness in Franklin Senior Loan ETF's Process and People Pillar ratings limits this strategy 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 cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FLBL

More FLBL Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Federal Home Loan Banks

14.22 46.8 Mil
Government

WAYSTAR TECHNOLOGIES INC

1.21 4.0 Mil
Corporate

VERSCEND HOLDING CORP

1.10 3.6 Mil
Corporate

GENESYS CLOUD SERVICES HOLDINGS II LLC

1.08 3.5 Mil
Corporate

CONDOR MERGER SUB INC

1.02 3.3 Mil
Corporate

PERATON CORP

1.00 3.3 Mil
Corporate

Coty Inc.

1.00 3.3 Mil
Corporate

ATHENAHEALTH GROUP INC

0.95 3.1 Mil
Corporate

CHARTER NEXT GENERATION INC

0.95 3.1 Mil
Corporate

GAINWELL ACQUISITION CORP

0.95 3.1 Mil
Corporate