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FLUDFranklin Ultra Short Bond ETF

Stay safeGet income6y track recordRanked #19 of 357 in this goal

Seeks a high level of current income while preserving capital.

By Franklin Templeton Investments · Launched 2020

Annual Cost

0.15%

#612 of 5,853 · low cost

Fund Size

$532M

#1,541 of 5,853 · large

Dividend YieldGoal

4.26%

Track Record

6 years

#2,106 of 5,853 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,437+4.4%

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

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 5.8% of fundwell diversified

Energy Transfer LP
0.9%
United States Treasury Notes
0.7%
TARGA RESOURCES 0426
0.7%
NatWest Group PLC
0.5%
Mid-America Apartments, L.P.
0.5%
HCA Inc.
0.5%
Danske Bank A/S
0.5%
Conagra Brands Inc
0.5%
Agree LP
0.5%
Ryder System, Inc.
0.5%

Asset allocation

Bonds
71.2%
Cash
28.8%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
1.6%Low

Year-on-year price swings

Max drawdown
-1.6%Mild

Worst peak-to-trough loss

Sharpe (3Y)
0.92Decent risk-adjusted returns
Sortino (3Y)
1.36Good downside protection

Bond profile

Duration

4.6 years

Avg maturity

10.0 years

Credit ratings

US Government
1.7%
AA
9.8%
A
50.4%
BBB
18.0%
Other
21.7%

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks a high level of current income while preserving capital.
Strategy
Invests primarily in bonds and investments that provide exposure to bonds, focusing on U.S. dollar denominated investment grade debt securities. Targets a portfolio duration of one year or less, aiming for a high level of current income consistent with prudent investing.
Inception date
July 14, 2020
Fund family
Franklin Templeton Investments

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Data updated on 2026-08-02