FLQM - ETF AI Analysis
Top Page
Franklin LibertyQ U.S. Mid Cap Equity ETF (FLQM)
Rating:72Outperform
Price Target:―
Positive Factors
Strong Top Holdings
Many of the largest positions have shown strong gains this year, which has helped support the ETF’s overall results.
Broad Sector Diversification
The fund spreads its investments across many different sectors, which can help reduce the impact if any one industry struggles.
Moderate Expense Ratio
The ETF charges a mid-range fee that is not especially high for an actively designed strategy, allowing investors to keep more of their returns compared with costlier funds.
Negative Factors
Recent Short-Term Weakness
Despite being up for the year, the ETF has shown weak performance over the last few months, which may signal near-term volatility.
Heavy U.S. Concentration
Almost all of the fund’s assets are invested in U.S. companies, offering very limited exposure to other global markets.
Meaningful Exposure to Cyclical Sectors
Large weights in economically sensitive areas like consumer cyclical, industrials, and financials could make the fund more vulnerable during economic slowdowns.
FLQM vs. SPDR S&P 500 ETF (SPY)
AUM1.55B
RegionNorth America
Expense Ratio0.30%
Beta0.70
IssuerFranklin
Inception DateApr 26, 2017
Dividend Yield1.48%
Asset ClassEquity
Index TrackedLibertyQ US Mid Cap Equity Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume93,095
30 Day Avg. Volume154,048
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
66.06Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering202
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
FLQM Summary
Franklin LibertyQ U.S. Mid Cap Equity ETF (FLQM) tracks the LibertyQ US Mid Cap Equity Index, which focuses on medium‑sized U.S. companies across many sectors like consumer, industrials, and technology. It holds well-known names such as eBay and Delta Air Lines, giving investors a broad mix instead of betting on just a few stocks. Someone might invest in FLQM to seek long-term growth from mid-sized companies while still staying diversified across industries. A key risk is that mid-cap stocks can be more volatile than large, established companies, so the ETF’s value can go up and down with the stock market.
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’s story is all about U.S. mid-cap muscle, with a tilt toward consumer and industrial names that keep the fund firmly grounded at home. eBay and Casey’s General Stores have been rising and act like quiet engines for performance, while Monolithic Power and WW Grainger add steady support from the tech and industrial side. On the flip side, Garmin and Tapestry have been lagging lately, putting a bit of drag on returns. Overall, the ETF is diversified but still leans into U.S. mid-cap cyclicals for its main punch.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Monolithic Power | 1.67% | $26.05M | $78.09B | 134.37% | 75 Outperform | |
| Old Dominion Freight | 1.63% | $25.47M | $51.53B | 53.42% | 71 Outperform | |
| NetApp | 1.42% | $22.22M | $31.44B | 60.82% | 76 Outperform | |
| WW Grainger | 1.36% | $21.26M | $62.04B | 23.64% | 73 Outperform | |
| Tapestry | 1.33% | $20.66M | $29.38B | 86.82% | 69 Neutral | |
| Cummins | 1.29% | $20.19M | $90.48B | 106.42% | 72 Outperform | |
| eBay | 1.29% | $20.12M | $48.67B | 40.40% | 70 Outperform | |
| Delta Air Lines | 1.27% | $19.85M | $53.76B | 76.57% | 80 Outperform | |
| Garmin | 1.20% | $18.67M | $46.01B | 18.27% | 74 Outperform | |
| Williams-Sonoma | 1.15% | $18.01M | $25.76B | 45.19% | 75 Outperform |
FLQM Technical Analysis
Positive
―
Price Trends
56.64
Positive
56.66
Positive
56.36
Positive
Market Momentum
0.40
Negative
62.27
Neutral
85.11
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For FLQM, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 56.99, equal to the 50-day MA of 56.64, and equal to the 200-day MA of 56.36, indicating a bullish trend. The MACD of 0.40 indicates Negative momentum. The RSI at 62.27 is Neutral, neither overbought nor oversold. The STOCH value of 85.11 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for FLQM.
FLQM Peer Comparison
Comparison Results
Performance Comparison
FLQM
Franklin LibertyQ U.S. Mid Cap Equity ETF
57.95
4.94
9.32%
XMMO
Invesco S&P MidCap Momentum ETF
―
―
―
FMDE
Fidelity Enhanced Mid Cap ETF
―
―
―
JHMM
John Hancock Multifactor Mid Cap ETF
―
―
―
XMHQ
Invesco S&P MidCap Quality ETF
―
―
―
DON
WisdomTree U.S. MidCap Dividend Fund
―
―
―
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: ―
Table of Contents