Education
About Us
Working with TipRanks
Follow Us
FLQM - ETF AI Analysis
Top Page
Franklin LibertyQ U.S. Mid Cap Equity ETF (FLQM)
Rating:70Outperform
Price Target:―
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)
AUM1.76B
RegionNorth America
Expense Ratio0.30%
Beta0.74
IssuerFranklin
Inception DateApr 26, 2017
Dividend Yield1.34%
Asset ClassEquity
Index TrackedLibertyQ US Mid Cap Equity Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume116,681
30 Day Avg. Volume126,655
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
63.69Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering203
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 (FLQM) leans heavily on consumer cyclical and industrial sectors, with companies like Cummins and Idexx Laboratories driving steady gains thanks to strong financial performance and innovation. However, Delta Air Lines and eBay are dragging the fund, with mixed technical indicators and bearish momentum weighing on their outlook. The fund’s U.S.-focused portfolio captures the dynamic nature of mid-cap stocks, offering a blend of rising stars and lagging names, but its sector concentration may leave it vulnerable to shifts in consumer and industrial trends.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Cummins | 1.51% | $26.64M | $70.49B | 34.52% | 72 Outperform | |
| Electronic Arts | 1.35% | $23.81M | $51.00B | 22.10% | 68 Neutral | |
| Idexx Laboratories | 1.33% | $23.50M | $57.02B | 63.90% | 78 Outperform | |
| Delta Air Lines | 1.32% | $23.33M | $43.81B | 3.98% | 78 Outperform | |
| Ferguson PLC | 1.30% | $22.98M | £36.51B | 10.78% | 73 Outperform | |
| Synchrony Financial | 1.27% | $22.41M | $28.94B | 18.32% | 72 Outperform | |
| Ulta Beauty | 1.21% | $21.42M | $26.97B | 40.48% | 75 Outperform | |
| United Airlines Holdings | 1.18% | $20.79M | $33.98B | 4.66% | 72 Outperform | |
| Expedia | 1.16% | $20.45M | $32.28B | 38.12% | 80 Outperform | |
| Mettler-Toledo | 1.15% | $20.37M | $28.90B | 12.48% | 64 Neutral |
FLQM Technical Analysis
Positive
―
Price Trends
55.86
Positive
55.86
Positive
54.27
Positive
Market Momentum
0.30
Negative
62.30
Neutral
92.45
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 55.76, equal to the 50-day MA of 55.86, and equal to the 200-day MA of 54.27, indicating a bullish trend. The MACD of 0.30 indicates Negative momentum. The RSI at 62.30 is Neutral, neither overbought nor oversold. The STOCH value of 92.45 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
56.92
-0.07
-0.12%
XMHQ
Invesco S&P MidCap Quality ETF
―
―
―
XMMO
Invesco S&P MidCap Momentum ETF
―
―
―
JHMM
John Hancock Multifactor Mid Cap ETF
―
―
―
FMDE
Fidelity Enhanced Mid Cap 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.
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: ―
Table of Contents