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FLQSFranklin U.S. Small Cap Multifactor Index ETF

Grow my money9y track recordRanked #1,327 of 2,992 in this goal

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

By Franklin Templeton Investments · Launched 2017

Annual Cost

0.35%

#1,644 of 5,854 · low cost

Fund Size

$51M

#3,615 of 5,854 · mid-size

Return (1Y)Goal

+21.2%

Track Record

9 years

#1,520 of 5,854 · established

Performance

Total-return NAV · USD
Growth of $10,000
$12,366+23.7%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Small

Strategy

Index tracking

Factor

Multifactor

Index tracked

LibertyQ US Small Cap Equity Index

What it actually holds

By weight

Concentration

Top 10 holdings = 10.2% of fundwell diversified

Moog Inc.
1.2%
Jackson Financial Inc
1.1%
ESCO Technologies Inc.
1.1%
Watts Water Technologies Inc.
1.1%
Firstcash Holdings Inc
1.0%
Caretrust Reit Inc
1.0%
Viavi Solutions Inc
1.0%
Essent Group Ltd.
1.0%
Rambus Inc.
0.9%
Alkermes PLC
0.9%

Asset allocation

Stocks
99.4%
Cash
0.6%

By sector

Technology
16.6%
Consumer Cyclical
16.0%
Healthcare
13.3%
Financial Services
13.0%
Industrials
12.7%
Consumer Defensive
8.3%
Real Estate
6.2%
Utilities
5.6%
Other
8.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
15.1%Moderate

Year-on-year price swings

Max drawdown
-42.1%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.52Decent risk-adjusted returns
Sortino (3Y)
0.78Moderate downside risk

Listing

Exchange
Cboe BZX

Full fund details

Objective
Seeks investment results that closely correspond to the performance of the LibertyQ U.S. Small Cap Equity Index.
Strategy
Employs a passive investment approach, investing at least 80% in component securities of the U.S. Small Cap Underlying Index, which targets small capitalization stocks in the U.S. using a multi-factor selection process focusing on quality, value, momentum, and low volatility.
Inception date
April 26, 2017
Fund family
Franklin Templeton Investments

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Data updated on 2026-08-03