The Franklin LibertyQ U.S. Mid Cap Equity ETF (FLQM) is managed by Franklin Templeton, a renowned global investment management firm with a history of expertise in various asset classes. This ETF seeks to replicate the performance of the U.S. Mid Cap Underlying Index, a systematic and proprietary index maintained and calculated by FTSE Russell in collaboration with Franklin Templeton. The U.S. Mid Cap Underlying Index is designed to strategically select mid-cap U.S. stocks that exhibit favorable exposure to four investment style factors: quality, value, momentum, and low volatility. FLQM aims to provide investors with a diversified and risk-adjusted approach to investing in mid-cap equities, aligning with Franklin Templeton's investment strategy.
The Fidelity Quality Factor ETF (FLQM) is designed to emphasize stocks with strong fundamentals and quality characteristics. While its primary objective is not centered around dividends, FLQM reflects the dividend distribution of its underlying index, the Fidelity U.S. Quality Factor Index. Dividends from this ETF are typically distributed on a quarterly basis, mirroring the dividend policies and performances of the individual companies within the index. Investors considering FLQM may appreciate its potential for capital growth, coupled with the prospect of modest dividend returns.
Tracking the U.S. Mid Cap Underlying Index is the primary objective of the Franklin LibertyQ U.S. Mid Cap ETF (FLQM). This ETF invests at least 80% of its assets in the component securities of the U.S. Mid Cap Underlying Index, which is a systematic, rules-based proprietary index maintained and calculated by FTSE Russell. The U.S. Mid Cap Underlying Index is designed to reflect Franklin Templeton’s desired investment strategy by applying a multi-factor selection process, which includes factors like quality, value, momentum, and low volatility. FLQM aims to closely replicate the performance of this index using either a replication strategy or representative sampling strategy. With its focus on mid-capitalization stocks in the United States and a commitment to risk management, FLQM provides investors with exposure to a diversified portfolio of mid-cap equities.
The correlation aspect of the Franklin LibertyQ U.S. Mid Cap Equity ETF (FLQM) is closely tied to its underlying index, the U.S. Mid Cap Underlying Index. Given FLQM's investment strategy, which focuses on tracking this proprietary index developed with Franklin Templeton and maintained by FTSE Russell, its correlation with mid-capitalization stocks in the U.S. is a key consideration. As FLQM seeks to achieve a lower level of risk and higher risk-adjusted performance by applying a multi-factor selection process, investors often analyze its correlation with various factors like quality, value, momentum, and low volatility to gauge its performance against the broader mid-cap market. Understanding these correlations is essential for investors looking to optimize their portfolios with mid-cap exposure.
The Franklin LibertyQ U.S. Mid Cap ETF (FLQM) primarily invests in the U.S. Mid Cap Underlying Index. This index is a systematic, rules-based proprietary index calculated by FTSE Russell and reflects Franklin Templeton's desired investment strategy. It aims to achieve lower risk and higher risk-adjusted performance compared to the Russell Midcap® Index by selecting equity securities with favorable exposure to four investment style factors: quality, value, momentum, and low volatility. The FLQM ETF provides investors with exposure to mid-capitalization stocks in the United States, offering a diversified approach to this segment of the market.
The exposure characteristic of the Franklin LibertyQ U.S. Mid-Cap Equity ETF (FLQM) reflects its focus on the U.S. mid-cap equity market segment. FLQM aims to provide investors with exposure to mid-sized companies within the U.S. market, offering a balance between growth potential and stability. It tracks the performance of the LibertyQ U.S. Mid-Cap Equity Index, which incorporates a multifactor approach to selecting stocks, emphasizing factors such as quality, value, momentum, and low volatility. FLQM's exposure is designed to provide investors with a diversified and well-rounded mid-cap equity portfolio within the U.S. market.For more in-depth information and detailed insights into FLQM's exposure, including sector allocations, geographic distributions, and correlations with other assets, you can utilize ETF Insider's web app. This powerful tool offers comprehensive data visualization and analysis for a wide range of U.S. ETFs, helping you make informed investment decisions and discover the nuances of FLQM's market exposure.
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