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FLBLFranklin Senior Loan ETF

Get incomeStay safe8y track recordRanked #30 of 357 in this goal

Seeks a high level of current income with preservation of capital as a secondary goal.

By Franklin Templeton Investments · Launched 2018

Annual Cost

0.45%

#2,233 of 5,854 · average

Fund Size

$847M

#1,230 of 5,854 · large

Dividend YieldGoal

7.58%

Track Record

8 years

#1,716 of 5,854 · established

Performance

Total-return NAV · USD
Growth of $10,000
$10,225+2.2%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

What it actually holds

By weight

Concentration

Top 10 holdings = 17.0% of fundwell diversified

Institutional Fidu
5.4%
Acrisure LLC
1.3%
UKG Inc
1.3%
AmWINS Grou 01/30/32
1.3%
Peraton 02/01/2 02/01/28
1.3%
BMC Software (Boxer/ Bladelogic)
1.3%
McAfee 03/01/29 03/01/29
1.3%
DAWN BIDC 10/07/32
1.2%
Epicor Software 05/30/31
1.2%
Sedgwick Claims Management Services Inc
1.2%

Asset allocation

Bonds
92.5%
Cash
7.5%
Stocks
0.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
2.7%Low

Year-on-year price swings

Max drawdown
-19.4%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.82Decent risk-adjusted returns
Sortino (3Y)
1.15Good downside protection

Bond profile

Duration

6.9 years

Credit ratings

AAA
0.0%
A
0.1%
BBB
2.8%
BB
14.1%
B
59.3%
Below B
2.9%
Other
20.7%

Listing

Exchange
Cboe BZX

Full fund details

Objective
Seeks a high level of current income with preservation of capital as a secondary goal.
Strategy
Invests at least 80% of net assets in senior loans, including leveraged and floating rate loans, predominantly from U.S. and non-U.S. entities. Aims for high current income while managing credit risk through independent analysis and investment in secured loans.
Inception date
May 30, 2018
Fund family
Franklin Templeton Investments

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Data updated on 2026-08-03