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FLUDFranklin Ultra Short Bond ETF

Stay safeGet income6y track recordRanked #25 of 387 in this goal

Seeks a high level of current income while preserving capital.

By Franklin Templeton Investments · Launched 2020

Annual Cost

0.15%

#645 of 6,040 · low cost

Fund Size

$579M

#1,557 of 6,040 · large

Return (1Y)

+3.9%

Track Record

6 years

#2,124 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,363+3.6%

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

Holdings

By weight

Concentration

Top 10 holdings = 5.8% of funddiversified

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
81.5%
Cash
18.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
1.4%Low

Year-on-year price swings

Max drawdown
-1.6%Mild

Worst peak-to-trough loss

Sharpe (3Y)
0.66Decent risk-adjusted returns
Sortino (3Y)
0.97Moderate downside risk

Bond profile

Duration

4.6 years

Avg maturity

10.0 years

Credit ratings

US Government
2.2%
AA
12.1%
A
52.0%
BBB
19.9%
Other
16.0%

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

Next steps

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Data updated on 2026-09-18