INCM
Franklin Income Focus ETF
📎 Investment Objective
The Franklin Income Focus ETF seeks to provide a high level of current income, with a secondary goal of capital appreciation.
Overview
ETF tracking Franklin Income Focus ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Franklin Income Focus ETF seeks to provide a high level of current income, with a secondary goal of capital appreciation.
🎯 Investment Strategy
The ETF invests primarily in a diversified portfolio of income-producing equity and debt securities, including dividend-paying stocks and bonds. The fund's managers aim to construct a portfolio that provides a steady stream of income while also offering the potential for capital growth over the long term.
✨ Key Features
- Broad exposure to income-generating securities across equities and fixed income
- Actively managed portfolio aiming to optimize the balance between income and growth
- Low expense ratio of 0.00%
- Relatively new fund with limited performance history
⚠️ Primary Risks
- Market risk: The value of the fund's holdings may decline due to general market conditions
- Interest rate risk: Bond prices may fall as interest rates rise
- Credit risk: The fund is exposed to the risk of issuers defaulting on their debt obligations
- Concentration risk: The fund may have significant exposure to certain sectors or industries
👤 Best For
This ETF may be suitable for investors seeking a steady stream of income with the potential for capital appreciation, and who have a moderate risk tolerance. It may be particularly appealing to retirees or those in the income-generating stage of their investment journey.