Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.29% -0.02% 115.91M 7153.07
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.81% 32.13% -55.58M Upgrade

Basic Info

Investment Strategy
The investment seeks capital appreciation with an emphasis on lower volatility. The fund invests at least 80% of its net assets in U.S. investments. It invests primarily in equity securities (principally common stocks) of U.S. companies. The fund seeks capital appreciation while providing a lower level of volatility than the broader equity market as measured by the Russell 1000®Index. It may invest a portion of its assets in mid-capitalization companies.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Blend
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Large Blend
Category Index Russell 1000 TR USD
Global Category Name US Equity Large Cap Blend
YCharts Categorization US Large Cap Blend
YCharts Benchmark S&P 500 Total Return (^SPXTR)
Prospectus Objective Growth
Fund Owner Firm Name Franklin Templeton Investments
Prospectus Benchmark Index
Russell 1000 TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Todd Brighton 7.53 yrs

Performance Versus Category

 
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5%
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View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of April 24, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
19.65%
-0.99%
32.72%
12.35%
23.36%
-8.55%
13.88%
2.24%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
6.78%
21.73%
-8.11%
24.50%
13.67%
28.47%
-17.20%
26.03%
7.91%
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31.14%
9.06%
22.51%
-7.91%
29.26%
10.94%
33.13%
-18.26%
23.52%
6.45%
--
--
--
9.65%
26.09%
-9.97%
13.72%
5.52%
As of April 24, 2024.

Asset Allocation

As of April 16, 2024.
Type % Net % Long % Short
Cash 0.94% Upgrade Upgrade
Stock 99.06% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Basic Info

Investment Strategy
The investment seeks capital appreciation with an emphasis on lower volatility. The fund invests at least 80% of its net assets in U.S. investments. It invests primarily in equity securities (principally common stocks) of U.S. companies. The fund seeks capital appreciation while providing a lower level of volatility than the broader equity market as measured by the Russell 1000®Index. It may invest a portion of its assets in mid-capitalization companies.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Blend
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Large Blend
Category Index Russell 1000 TR USD
Global Category Name US Equity Large Cap Blend
YCharts Categorization US Large Cap Blend
YCharts Benchmark S&P 500 Total Return (^SPXTR)
Prospectus Objective Growth
Fund Owner Firm Name Franklin Templeton Investments
Prospectus Benchmark Index
Russell 1000 TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Todd Brighton 7.53 yrs

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