FLQM 📈 Franklin LibertyQ U.S. Mid - Overview
Exchange: BATS • Country: USA • Currency: USD • Type: Etf • ISIN: US35473P8840 • Mid-Cap Blend
FLQM: Stocks, Mid Cap, Equities, US Companies
The Franklin LibertyQ U.S. Mid Cap Equity ETF, listed on BATS under the ticker FLQM, is designed to track the performance of mid-cap companies in the US market. To achieve this, the fund allocates at least 80% of its total assets to the component securities of the U.S. Mid Cap underlying index, which is modeled after the Russell Midcap Index. This index serves as a benchmark, representing the mid-cap segment of the US equity market. The methodology behind the U.S. Mid Cap underlying index was developed in collaboration with Franklin Templeton, reflecting the company's specific investment strategy and approach to identifying and weighting mid-cap stocks.
The ETF's investment strategy is built around the concept of mid-cap blend, which means it aims to capture the performance of mid-sized companies across various sectors and industries, without a specific style bias towards growth or value. This approach allows the fund to provide diversified exposure to the mid-cap segment of the US market, which can be attractive for investors seeking to tap into the potential of established companies that are still in a growth phase. With its listing on BATS and an ISIN of US35473P8840, the Franklin LibertyQ U.S. Mid Cap Equity ETF offers investors a transparent and accessible way to invest in the US mid-cap market.
As an ETF, the Franklin LibertyQ U.S. Mid Cap Equity ETF is designed to offer the benefits of diversification, liquidity, and flexibility, making it suitable for a range of investment portfolios. The fund's domicile and regulatory compliance are in line with standard ETF requirements, ensuring that investors can trust in the integrity and oversight of the fund's operations. By tracking the U.S. Mid Cap underlying index, the ETF provides a rules-based and systematic approach to investing in the mid-cap segment, which can help reduce the impact of individual stock selection and timing decisions.
Additional Sources for FLQM ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
FLQM ETF Overview
Market Cap in USD | 1,281m |
Category | Mid-Cap Blend |
TER | 0.30% |
IPO / Inception | 2017-04-26 |
FLQM ETF Ratings
Growth 5y | 75.6% |
Fundamental | - |
Dividend | 58.9% |
Rel. Strength Industry | -26.6 |
Analysts | - |
Fair Price Momentum | 56.76 USD |
Fair Price DCF | - |
FLQM Dividends
Dividend Yield 12m | 1.24% |
Yield on Cost 5y | 2.18% |
Annual Growth 5y | 10.83% |
Payout Consistency | 98.5% |
FLQM Growth Ratios
Growth Correlation 3m | -23.3% |
Growth Correlation 12m | 88.3% |
Growth Correlation 5y | 84.1% |
CAGR 5y | 12.01% |
CAGR/Mean DD 5y | 1.91 |
Sharpe Ratio 12m | 1.09 |
Alpha | -6.78 |
Beta | 1.01 |
Volatility | 14.84% |
Current Volume | 116.5k |
Average Volume 20d | 142k |
As of January 18, 2025, the stock is trading at USD 56.06 with a total of 116,462 shares traded.
Over the past week, the price has changed by +3.58%, over one month by +0.30%, over three months by -0.07% and over the past year by +20.65%.
Yes. Based on ValueRay Analyses, Franklin LibertyQ U.S. Mid (BATS:FLQM) is currently (January 2025) a good stock to buy. It has a ValueRay Growth Rating of 75.56 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of FLQM as of January 2025 is 56.76. This means that FLQM is currently overvalued and has a potential downside of 1.25%.
Franklin LibertyQ U.S. Mid has no consensus analysts rating.
According to ValueRays Forecast Model, FLQM Franklin LibertyQ U.S. Mid will be worth about 63.1 in January 2026. The stock is currently trading at 56.06. This means that the stock has a potential upside of +12.63%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 63.1 | 12.6% |