FLQM - ETF AI Analysis
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Franklin LibertyQ U.S. Mid Cap Equity ETF (FLQM)
Rating:72Outperform
Price Target:―
Positive Factors
Strong Overall Recent Performance
The ETF has delivered steady gains so far this year and in recent months, showing positive momentum for investors.
Balanced Sector Mix
Holdings are spread across financials, consumer sectors, health care, industrials, and technology, helping reduce the impact if any one area of the market struggles.
Moderate Expense Ratio
The fund’s expense ratio is reasonably low for an actively designed mid-cap strategy, allowing more of the returns to stay in investors’ pockets.
Negative Factors
Heavy U.S. Concentration
With almost all assets in U.S. companies and very little in other countries, the fund offers limited diversification across global markets.
Mixed Performance Among Top Holdings
While some leading positions like Allstate and WW Grainger have performed strongly, others such as Expedia, Paychex, and Cencora have been weak, creating uneven support for the fund.
Sector Tilts Toward Financials and Consumer Cyclical
Significant weight in financial and consumer cyclical stocks means the ETF could be more sensitive to interest rate changes and shifts in consumer spending.
FLQM vs. SPDR S&P 500 ETF (SPY)
AUM1.44B
RegionNorth America
Expense Ratio0.30%
Beta0.69
IssuerFranklin
Inception DateApr 26, 2017
Dividend Yield1.69%
Asset ClassEquity
Index TrackedLibertyQ US Mid Cap Equity Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume104,546
30 Day Avg. Volume90,466
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
68.77Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering205
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
FLQM Summary
FLQM, the Franklin LibertyQ U.S. Mid Cap Equity ETF, tracks the LibertyQ US Mid Cap Equity Index and focuses on medium‑sized U.S. companies across many sectors, including financials, consumer, health care, and technology. It holds well-known names like Allstate and Prudential Financial. Investors might consider FLQM to seek growth from mid-sized companies while spreading their money across many industries for diversification. However, because it is heavily invested in U.S. mid-cap stocks, its value can go up and down with the stock market and may be more volatile than funds focused on larger, more established companies.
How much will it cost me?The Franklin LibertyQ U.S. Mid Cap Equity ETF (FLQM) has an expense ratio of 0.3%, meaning you’ll pay $3 per year for every $1,000 invested. This cost is slightly higher than average for passively managed ETFs because it uses a rules-based strategy to select stocks based on quality, value, momentum, and volatility, which adds a layer of active decision-making.
What would affect this ETF?The Franklin LibertyQ U.S. Mid Cap Equity ETF (FLQM) could benefit from economic growth and innovation in the U.S., particularly in sectors like technology, consumer cyclical, and health care, which make up a significant portion of its holdings. However, rising interest rates or economic slowdowns could negatively impact mid-cap companies, especially those in cyclical industries like consumer discretionary and financials. Regulatory changes or geopolitical tensions could also affect the ETF's performance, given its focus on U.S. equities.
FLQM Top 10 Holdings
FLQM leans into a diversified mix of U.S. mid-caps, with no single stock dominating, but a few names are setting the tone. Garmin and AngloGold Ashanti have been clear bright spots, with rising momentum that helps pull the fund higher. Expedia and Paychex are also climbing steadily, giving an extra boost from travel and business services. On the softer side, Allstate and Cencora have been more mixed, occasionally losing steam and trimming some of those gains. Overall, the ETF is solidly U.S.-focused and sector-balanced rather than a big bet on any one theme.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Garmin | 1.24% | $18.11M | $54.90B | 24.65% | 74 Outperform | |
| Prudential Financial | 1.17% | $16.95M | $40.59B | 15.72% | 77 Outperform | |
| Expedia | 1.14% | $16.59M | $33.69B | 21.64% | 80 Outperform | |
| Cencora | 1.14% | $16.54M | $60.00B | 3.70% | 70 Neutral | |
| Fastenal Company | 1.13% | $16.43M | $57.47B | 6.02% | 72 Outperform | |
| NetApp | 1.12% | $16.24M | $37.89B | 63.30% | 76 Outperform | |
| Waters | 1.11% | $16.10M | $41.83B | 49.52% | 70 Outperform | |
| Williams-Sonoma | 1.11% | $16.09M | $27.41B | 13.70% | 75 Outperform | |
| Mettler-Toledo | 1.10% | $16.00M | $29.87B | 25.60% | 64 Neutral | |
| Allstate | 1.09% | $15.87M | $58.03B | 8.27% | 74 Outperform |
FLQM Technical Analysis
Negative
―
Price Trends
60.16
Negative
58.54
Negative
57.39
Positive
Market Momentum
-0.55
Positive
35.03
Neutral
7.04
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For FLQM, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 59.54, equal to the 50-day MA of 60.16, and equal to the 200-day MA of 57.39, indicating a neutral trend. The MACD of -0.55 indicates Positive momentum. The RSI at 35.03 is Neutral, neither overbought nor oversold. The STOCH value of 7.04 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for FLQM.
FLQM Peer Comparison
Comparison Results
Performance Comparison
FLQM
Franklin LibertyQ U.S. Mid Cap Equity ETF
58.32
2.81
5.06%
FMDE
Fidelity Enhanced Mid Cap ETF
―
―
―
XMMO
Invesco S&P MidCap Momentum ETF
―
―
―
JHMM
John Hancock Multifactor Mid Cap ETF
―
―
―
XMHQ
Invesco S&P MidCap Quality ETF
―
―
―
DON
WisdomTree U.S. MidCap Dividend Fund
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―
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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