The Franklin LibertyQ U.S. Small Cap Equity ETF (FLQS) is managed by Franklin Templeton, a well-established and respected asset management firm. Under normal market conditions, FLQS invests at least 80% of its assets in the component securities of the U.S. Small Cap Underlying Index, which is a systematic and rules-based proprietary index maintained and calculated by FTSE Russell. This index aims to reflect Franklin Templeton’s desired investment strategy by selecting equity securities from the Russell 2000® Index with favorable exposure to investment style factors such as quality, value, momentum, and low volatility. With a focus on risk-adjusted performance and a diversified portfolio, FLQS provides investors with an opportunity to access the potential growth of small-cap stocks in the United States while maintaining a level of risk management.
The FLQS Dividend ETF provides investors with an opportunity to tap into dividend-yielding stocks while maintaining a focus on quality and sustainability. Dividend eligibility for this ETF is based on a rigorous selection process that targets companies with strong financials and a history of consistent dividend payments. The distribution of dividends typically follows a quarterly schedule, aligning with the dividend policies of the underlying holdings. FLQS is designed to provide both income and potential for long-term growth, making it an appealing choice for investors seeking a balanced approach to their portfolio.
Tracking the U.S. Small Cap Underlying Index is the primary objective of the Franklin LibertyQ U.S. Small Cap Equity ETF ETF's investment strategy. The ETF allocates at least 80% of its assets to the component securities of the U.S. Small Cap Underlying Index, which is a proprietary index maintained by FTSE Russell. This index is derived from the Russell 2000® Index and incorporates a multi-factor selection process focused on quality, value, momentum, and low volatility, aiming to achieve better risk-adjusted performance compared to the Russell 2000® Index over the long term. The Franklin LibertyQ U.S. Small Cap Equity ETF ETF employs a passive investment approach, seeking to closely replicate the U.S. Small Cap Underlying Index's performance, either through full replication or representative sampling. Additionally, the fund may utilize equity futures and total return swaps to enhance tracking and optimize returns while maintaining liquidity. Investors looking for exposure to U.S. small-cap stocks with a focus on favorable factor characteristics may find Franklin LibertyQ U.S. Small Cap Equity ETF an appealing choice.
The correlation aspect of the Franklin LibertyQ U.S. Small Cap Equity ETF (FLQS) is essential for understanding its behavior concerning the U.S. Small Cap Underlying Index. Under normal market conditions, FLQS invests at least 80% of its assets in the component securities of this proprietary index. As a result, FLQS's correlation with the U.S. Small Cap Underlying Index is expected to be quite high. This strong correlation makes FLQS a valuable tool for investors seeking exposure to the small-cap segment of the U.S. equity market. Analyzing FLQS's correlation with other assets and sectors can provide valuable insights into the performance of small-cap stocks, making it an excellent choice for those looking to diversify their portfolios.
The Franklin FTSE Russell U.S. Small Cap ETF (FLQS) primarily focuses on the U.S. small-cap sector, tracking the performance of the U.S. Small Cap Underlying Index. This index is designed to capture the performance of small-cap stocks in the United States while applying a multi-factor selection process. FLQS aims to achieve lower risk and higher risk-adjusted performance by selecting equities with favorable exposure to quality, value, momentum, and low volatility factors. With holdings ranging from $40 million to $7.85 billion as of May 31, 2023, this ETF provides investors with a targeted approach to small-cap stocks in the U.S. market.
The exposure characteristics of the Alternative Sources FLQS ETF are not available in our current database. To gain insight into this ETF's markets, regions, and sectors, you can utilize the ETF Insider web app. This powerful tool offers comprehensive data on various U.S. ETFs, including market focus, regional allocations, sector weightings, and more. With its user-friendly visualization tools, ETF Insider can help you uncover exposure details, identify overlaps, correlations, and make informed investment decisions.
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