Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.15% 0.02% 1.253B 40623.97
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.30% 51.95% 141.20M Upgrade

Basic Info

Investment Strategy
The investment seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the LibertyQ U.S. Large Cap Equity Index (the U.S. Large Cap underlying index). Under normal market conditions, the fund invests at least 80% of its assets in the component securities of the U.S. Large Cap underlying index. The U.S. Large Cap underlying index is based on the Russell 1000® Index using a methodology developed with Franklin Templeton to reflect Franklin Templeton's desired investment strategy.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Growth
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 and Income
Fund Owner Firm Name Franklin Templeton Investments
Prospectus Benchmark Index
LibertyQ US Large Cap Equity TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Dina Ting 7.02 yrs
Hailey Harris 4.42 yrs
Basit Amin 1.75 yrs
Joe Diederich 1.75 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
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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--
--
--
--
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of May 07, 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
--
-2.80%
29.08%
10.70%
26.57%
-14.82%
23.60%
9.86%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
9.26%
21.30%
-4.77%
31.99%
18.52%
28.78%
-18.10%
26.24%
9.20%
23.25%
-4.24%
31.61%
19.89%
28.06%
-19.59%
26.37%
9.19%
21.07%
-4.22%
31.71%
22.54%
26.89%
-20.26%
25.81%
8.75%
--
-4.76%
31.59%
21.77%
26.78%
-20.96%
25.45%
8.91%
As of May 07, 2024.

Asset Allocation

As of May 04, 2024.
Type % Net % Long % Short
Cash 0.10% Upgrade Upgrade
Stock 99.90% 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 to provide investment results that closely correspond, before fees and expenses, to the performance of the LibertyQ U.S. Large Cap Equity Index (the U.S. Large Cap underlying index). Under normal market conditions, the fund invests at least 80% of its assets in the component securities of the U.S. Large Cap underlying index. The U.S. Large Cap underlying index is based on the Russell 1000® Index using a methodology developed with Franklin Templeton to reflect Franklin Templeton's desired investment strategy.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Growth
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 and Income
Fund Owner Firm Name Franklin Templeton Investments
Prospectus Benchmark Index
LibertyQ US Large Cap Equity TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Dina Ting 7.02 yrs
Hailey Harris 4.42 yrs
Basit Amin 1.75 yrs
Joe Diederich 1.75 yrs

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