Morningstar

Franklin New York Municipal Income ETF FTNY

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

Morningstar’s Analysis FTNY

Will FTNY 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 FTNY’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FTNY 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 FTNY’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Franklin New York Municipal Income 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 FTNY

More FTNY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 15.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NEW YORK LIBERTY DEV CORP LIBERTY REV 3%

3.13 17M
municipal

NEW YORK LIBERTY DEV CORP LIBERTY REV 5%

2.48 14M
municipal

NEW YORK N Y CITY TRANSITIONAL FIN AUTH REV 5.5%

1.86 10M
municipal

NEW YORK N Y CITY MUN WTR FIN AUTH WTR & SWR SYS REV 5.25%

1.82 10M
municipal

NEW YORK ST URBAN DEV CORP ST SALES TAX REV 5%

1.81 10M
municipal

LONG IS PWR AUTH N Y ELEC SYS REV 5%

1.77 10M
municipal

NEW YORK ST DORM AUTH REVS NON ST SUPPORTED DEBT 4%

1.54 8M
municipal

Putnam Government Money Market P

1.48 8M
Cash and Equivalents

NEW YORK ST DORM AUTH REVS 5.5%

1.17 6M
municipal

NEW YORK CNTYS TOB TR IV 5%

1.05 6M
municipal

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