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FLQMFranklin U.S. Mid Cap Multifactor Index ETF

Grow my money9y track recordRanked #428 of 3,055 in this goal

Seeks investment results that closely correspond to the performance of the LibertyQ U.S. Mid Cap Equity Index.

By Franklin Templeton Investments · Launched 2017

Annual Cost

0.30%

#1,431 of 6,040 · low cost

Fund Size

$1.6B

#919 of 6,040 · large

Return (1Y)

+6.6%

Track Record

9 years

#1,531 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$10,658+6.6%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Mid

Strategy

Index tracking

Factor

Multifactor

Index tracked

LibertyQ US Mid Cap Equity Index

Holdings

By weight

Concentration

Top 10 holdings = 12.4% of funddiversified

Cheniere Energy Inc
1.4%
Old Dominion Freight Line Inc.
1.4%
Tapestry Inc
1.3%
Garmin Ltd
1.2%
Monolithic Power Systems Inc.
1.2%
W.w. Grainger Inc.
1.2%
Fastenal Co.
1.2%
Devon Energy Corporation
1.2%
Hershey Co. (The)
1.1%
eBay Inc.
1.1%

Asset allocation

Stocks
99.9%
Cash
0.1%

By sector

Financial Services
16.6%
Consumer Cyclical
15.9%
Healthcare
15.8%
Industrials
14.7%
Technology
13.8%
Consumer Defensive
9.0%
Energy
5.2%
Real Estate
3.3%
Other
5.8%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
12.2%Moderate

Year-on-year price swings

Max drawdown
-36.3%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.59Decent risk-adjusted returns
Sortino (3Y)
0.87Moderate downside risk

Listing

Exchange
Cboe BZX

Full fund details

Objective
Seeks investment results that closely correspond to the performance of the LibertyQ U.S. Mid Cap Equity Index.
Strategy
Employs a passive investment approach, investing at least 80% in component securities of the U.S. Mid Cap Underlying Index, which targets mid-cap stocks in the U.S. using a multi-factor selection process focusing on quality, value, momentum, and low volatility. The Fund may use replication or representative sampling strategies to track the index.
Inception date
April 26, 2017
Fund family
Franklin Templeton Investments

Next steps

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Data updated on 2026-09-18