Morningstar

Franklin Income Equity Focus ETF INCE

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

Morningstar’s Analysis INCE

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Franklin Income Equity 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 INCE

More INCE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Franklin Instl U.S. Govt Mny Mkt Fund

6.80 23M
Cash and Equivalents

Chevron Corp

3.36 11M
Energy

Procter & Gamble Co

2.47 8M
Consumer Defensive

Verizon Communications Inc

2.38 8M
Communication Services

PepsiCo Inc

2.33 8M
Consumer Defensive

Southern Co

2.22 7M
Utilities

Lockheed Martin Corp

2.11 7M
Industrials

U.S. Bancorp

1.90 6M
Financial Services

Duke Energy Corp

1.90 6M
Utilities

Medtronic PLC

1.84 6M
Healthcare

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