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FLQM - ETF AI Analysis
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Franklin LibertyQ U.S. Mid Cap Equity ETF (FLQM)
Rating:71Outperform
Price Target:
$61.00
Positive Factors
Strong Top Holdings
Several of the ETF's largest positions, such as eBay and Tapestry, have delivered strong year-to-date performance, supporting overall returns.
Sector Diversification
The ETF is spread across multiple sectors, including Consumer Cyclical, Industrials, and Technology, reducing reliance on any single industry.
Reasonable Expense Ratio
The fund's expense ratio of 0.3% is competitive, allowing investors to keep more of their returns compared to higher-cost alternatives.
Negative Factors
Geographic Over-Concentration
With over 98% of its holdings in U.S. companies, the ETF lacks meaningful exposure to international markets, limiting global diversification.
Underperforming Holdings
Some top holdings, like Delta Air Lines and Synchrony Financial, have shown weaker year-to-date performance, potentially dragging on returns.
Small Exposure to Defensive Sectors
Defensive sectors like Utilities and Materials have minimal representation, which may leave the fund vulnerable during market downturns.
FLQM vs. SPDR S&P 500 ETF (SPY)
AUM1.72B
RegionNorth America
Expense Ratio0.30%
Beta0.79
IssuerFranklin
Inception DateApr 26, 2017
Dividend Yield1.39%
Asset ClassEquity
Index TrackedLibertyQ US Mid Cap Equity Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume140,273
30 Day Avg. Volume122,410
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
62.75Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering205
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
FLQM Summary
The Franklin LibertyQ U.S. Mid Cap Equity ETF (FLQM) is an investment fund that focuses on mid-sized U.S. companies, offering a balance between the stability of larger firms and the growth potential of smaller ones. It follows the LibertyQ US Mid Cap Equity Index and includes well-known companies like Electronic Arts and eBay. This ETF is ideal for investors seeking diversification and exposure to dynamic, growing businesses across sectors like technology, healthcare, and consumer goods. However, new investors should be aware that mid-cap stocks can be more volatile than large-cap stocks, meaning the ETF’s value may fluctuate with market conditions.
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
The Franklin LibertyQ U.S. Mid Cap Equity ETF is leaning into the dynamic U.S. mid-cap space, with a notable tilt toward consumer cyclical and industrial sectors. Tapestry is a standout, riding high on strong performance from its Coach brand, while Idexx Laboratories is steadily climbing thanks to innovation and international growth. On the flip side, Synchrony Financial and Cummins are showing mixed signals, with valuation concerns and domestic challenges holding them back. Overall, the fund’s diverse positioning across sectors and steady performers like Garmin provide a balanced approach to mid-cap investing.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Idexx Laboratories | 1.40% | $24.07M | $57.66B | 73.59% | 78 Outperform | |
| Electronic Arts | 1.38% | $23.74M | $50.08B | 29.12% | 68 Neutral | |
| Ferguson PLC | 1.32% | $22.79M | £36.89B | 22.03% | 69 Neutral | |
| Cummins | 1.32% | $22.65M | $59.07B | 20.96% | 71 Outperform | |
| Mettler-Toledo | 1.20% | $20.70M | $29.26B | 2.49% | 69 Neutral | |
| Synchrony Financial | 1.20% | $20.66M | $26.40B | 29.00% | 72 Outperform | |
| Cencora | 1.17% | $20.15M | $66.80B | 47.24% | 65 Neutral | |
| Delta Air Lines | 1.14% | $19.57M | $36.34B | -4.53% | 78 Outperform | |
| Williams-Sonoma | 1.13% | $19.40M | $23.63B | 43.88% | 76 Outperform | |
| eBay | 1.10% | $19.01M | $36.92B | 32.79% | 70 Outperform |
FLQM Technical Analysis
Negative
―
Price Trends
56.27
Negative
55.51
Negative
54.24
Positive
Market Momentum
-0.38
Positive
37.03
Neutral
23.03
Neutral
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 55.72, equal to the 50-day MA of 56.27, and equal to the 200-day MA of 54.24, indicating a neutral trend. The MACD of -0.38 indicates Positive momentum. The RSI at 37.03 is Neutral, neither overbought nor oversold. The STOCH value of 23.03 is Neutral, 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
54.74
-1.60
-2.84%
XMHQ
Invesco S&P MidCap Quality ETF
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XMMO
Invesco S&P MidCap Momentum ETF
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JHMM
John Hancock Multifactor Mid Cap ETF
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FMDE
Fidelity Enhanced Mid Cap ETF
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DON
WisdomTree U.S. MidCap Dividend Fund
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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.
Disclaimer
This 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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