Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.15% 0.04% 175.00M 43863.53
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 22.00% 157.96M Upgrade

Basic Info

Investment Strategy
The Fund seeks a high level of current income as is consistent with prudent investing, while seeking preservation of capital. The Fund invests at least 80% of its net assets in bonds and investments that provide exposure to bonds. The Fund targets an estimated average portfolio duration of one (1) year or less.
General
Security Type Exchange-Traded Fund
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond USD Short Term
Peer Group Ultra-Short Obligations Funds
Global Macro Bond Short Term
US Macro Short/Intermediate Investment-Grade Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Ultra-Short Obligations Funds
Fund Owner Firm Name Franklin Templeton
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

View Basic Info
Start Trial

Performance Versus Peer Group

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Peer Group Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Peer Group (NAV)
--
--
--
--
--
--
--
--

Annual Total Returns Versus Peers

Loading chart...
Name
2018
2019
2020
2021
2022
2023
2024
YTD
--
--
--
0.09%
0.16%
5.94%
5.44%
5.02%
0.01%
8.72%
7.51%
-1.54%
-13.01%
5.53%
1.25%
6.80%
--
--
--
--
--
--
5.92%
4.62%
--
--
--
--
--
--
6.03%
4.79%
--
--
--
--
--
--
6.22%
4.40%
--
1.28%
0.65%
0.37%
1.76%
5.09%
5.33%
4.12%
As of December 09, 2025.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 17.51%
Stock 0.00%
Bond 81.48%
Convertible 0.00%
Preferred 0.00%
Other 1.01%
View Asset Allocation
Start Trial

Basic Info

Investment Strategy
The Fund seeks a high level of current income as is consistent with prudent investing, while seeking preservation of capital. The Fund invests at least 80% of its net assets in bonds and investments that provide exposure to bonds. The Fund targets an estimated average portfolio duration of one (1) year or less.
General
Security Type Exchange-Traded Fund
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond USD Short Term
Peer Group Ultra-Short Obligations Funds
Global Macro Bond Short Term
US Macro Short/Intermediate Investment-Grade Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Ultra-Short Obligations Funds
Fund Owner Firm Name Franklin Templeton
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

View Basic Info
Start Trial

Top Portfolio Holders