(IQM) Franklin Templeton Trust - - Ratings and Ratios
Exchange: BATS • Country: USA • Currency: USD • Type: Etf • • Technology
IQM: Technology, Equity, Stocks, Machines, Non-Diversified
The Franklin Templeton ETF Trust - Franklin Intelligent Machines ETF (BATS:IQM) is designed to provide exposure to companies involved in the development and implementation of intelligent machines, including artificial intelligence, robotics, and automation technologies. Under normal market conditions, the fund invests at least 80% of its net assets in equity securities of companies that are relevant to its investment theme. These companies may include those involved in areas such as machine learning, natural language processing, computer vision, and autonomous systems. The fund predominantly invests in common stocks and may invest across various economic sectors, but it is expected to have significant exposure to the technology sector, given the nature of its investment theme. The fund is non-diversified, meaning it may invest a significant portion of its assets in a limited number of issuers, which can increase its volatility.
As of the latest available data, the fund has an average trading volume of 3,827 shares over the past 20 days, indicating relatively low liquidity compared to more actively traded ETFs. Its last price was $59.25, which is below its short-term and long-term moving averages, suggesting bearish momentum. The funds assets under management (AUM) total $27.72 million, which is relatively small compared to other ETFs in the technology category. This smaller size can result in higher volatility and potentially wider bid-ask spreads for investors.
Additional Sources for IQM ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
IQM ETF Overview
Market Cap in USD | 28m |
Category | Technology |
TER | 0.50% |
IPO / Inception | 2020-02-25 |
IQM ETF Ratings
Growth 5y | 79.3% |
Fundamental | - |
Dividend | 0.30% |
Rel. Strength Industry | -6.39 |
Analysts | - |
Fair Price Momentum | 52.91 USD |
Fair Price DCF | - |
IQM Dividends
Dividend Yield 12m | 0.00% |
Yield on Cost 5y | % |
Annual Growth 5y | -100.00% |
Payout Consistency | 1.0% |
IQM Growth Ratios
Growth Correlation 3m | -52.2% |
Growth Correlation 12m | 68.7% |
Growth Correlation 5y | 70.9% |
CAGR 5y | 26.26% |
CAGR/Max DD 5y | 0.58 |
Sharpe Ratio 12m | 1.13 |
Alpha | -12.17 |
Beta | 1.78 |
Volatility | 45.33% |
Current Volume | 7.6k |
Average Volume 20d | 5.2k |
As of March 15, 2025, the stock is trading at USD 59.10 with a total of 7,619 shares traded.
Over the past week, the price has changed by -0.26%, over one month by -14.88%, over three months by -15.96% and over the past year by +3.63%.
Yes. Based on ValueRay Analyses, Franklin Templeton Trust - (BATS:IQM) is currently (March 2025) a good stock to buy. It has a ValueRay Growth Rating of 79.26 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of IQM as of March 2025 is 52.91. This means that IQM is currently overvalued and has a potential downside of -10.47%.
Franklin Templeton Trust - has no consensus analysts rating.
According to ValueRays Forecast Model, IQM Franklin Templeton Trust - will be worth about 63 in March 2026. The stock is currently trading at 59.10. This means that the stock has a potential upside of +6.53%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 63 | 6.5% |