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FLQM - ETF AI Analysis
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Franklin LibertyQ U.S. Mid Cap Equity ETF (FLQM)
Rating:72Outperform
Price Target:―
Positive Factors
Strong Top Holdings
Most of the largest positions have shown strong gains this year, helping support the ETF’s overall results.
Broad Sector Diversification
The fund spreads its investments across many sectors, which can help reduce the impact if any one industry struggles.
Solid Asset Base
The ETF manages a sizable pool of assets, which can support trading liquidity and signal steady investor interest.
Negative Factors
Heavy U.S. Concentration
With the vast majority of its holdings in U.S. companies, the fund offers limited geographic diversification.
Moderate Fees
The expense ratio is not especially low for a passive ETF, which slightly reduces the net return to investors over time.
Recent Short-Term Softness
The ETF has shown weak performance over the most recent month, which may signal near-term volatility or cooling momentum.
FLQM vs. SPDR S&P 500 ETF (SPY)
AUM1.76B
RegionNorth America
Expense Ratio0.30%
Beta0.73
IssuerFranklin
Inception DateApr 26, 2017
Dividend Yield1.45%
Asset ClassEquity
Index TrackedLibertyQ US Mid Cap Equity Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume154,530
30 Day Avg. Volume141,243
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
64.71Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering203
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, focusing on medium‑sized U.S. companies across many sectors like consumer, industrials, finance, health care, and technology. It holds well-known names such as Ulta Beauty and eBay. Investors might consider FLQM to seek growth from mid-sized companies that are past the start-up phase but still have room to expand, while also getting diversification across many industries in a single fund. A key risk is that mid-cap stocks can be more volatile than large, established companies, so the ETF’s value can rise and fall significantly with the 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 workhorses, with a tilt toward consumer and industrial names. Ulta Beauty and Dollar General are doing the heavy lifting, with both stocks rising and giving the fund a nice retail tailwind. Industrial players like Old Dominion Freight and Cummins are also climbing, adding steady support. On the tech side, Monolithic Power has been a bright spot, while eBay’s more mixed, recently losing a bit of steam. Overall, performance is driven by a broad cast of U.S. mid-caps rather than one dominant star.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Tapestry | 1.38% | $24.63M | $31.14B | 75.37% | 69 Neutral | |
| Old Dominion Freight | 1.28% | $22.85M | $40.40B | -6.36% | 71 Outperform | |
| Ulta Beauty | 1.25% | $22.21M | $30.32B | 87.16% | 78 Outperform | |
| Monolithic Power | 1.24% | $22.03M | $56.12B | 71.03% | 75 Outperform | |
| Dollar General | 1.22% | $21.80M | $33.86B | 112.02% | 73 Outperform | |
| Cummins | 1.19% | $21.10M | $83.04B | 60.79% | 72 Outperform | |
| WW Grainger | 1.17% | $20.91M | $53.80B | 10.09% | 73 Outperform | |
| Sysco | 1.17% | $20.81M | $43.37B | 27.37% | 71 Outperform | |
| The Hershey Company | 1.16% | $20.70M | $45.14B | 40.98% | 76 Outperform | |
| Fastenal Company | 1.13% | $20.10M | $53.29B | 24.12% | 72 Outperform |
FLQM Technical Analysis
Positive
―
Price Trends
57.28
Positive
56.40
Positive
55.36
Positive
Market Momentum
0.20
Positive
52.68
Neutral
51.36
Neutral
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 57.67, equal to the 50-day MA of 57.28, and equal to the 200-day MA of 55.36, indicating a bullish trend. The MACD of 0.20 indicates Positive momentum. The RSI at 52.68 is Neutral, neither overbought nor oversold. The STOCH value of 51.36 is Neutral, 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
57.87
2.95
5.37%
XMMO
Invesco S&P MidCap Momentum ETF
―
―
―
XMHQ
Invesco S&P MidCap Quality ETF
―
―
―
FMDE
Fidelity Enhanced Mid Cap ETF
―
―
―
JHMM
John Hancock Multifactor Mid Cap ETF
―
―
―
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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