Morningstar

Franklin Income Focus ETF INCM

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub

Morningstar’s Analysis INCM

Will INCM outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable INCM’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the INCM management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of INCM’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Franklin Income Focus ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings INCM

More INCM Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Franklin Instl U.S. Govt Mny Mkt Fund

2.96 58M
Cash and Equivalents

Procter & Gamble Co

2.07 41M
Consumer Defensive

ExxonMobil Holdings Corp

1.71 34M
Energy

United States Treasury Notes 4.625%

1.58 31M
Government

Chevron Corp

1.57 31M
Energy

The Home Depot Inc

1.41 28M
Consumer Cyclical

Shell PLC ADR (Representing - Ordinary Shares)

1.19 23M
Energy

PepsiCo Inc

1.19 23M
Consumer Defensive

Duke Energy Corp

1.18 23M
Utilities

United States Treasury Bonds 5.125%

1.14 22M
Government

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