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FLUDFranklin Ultra Short Bond ETF

Stay safeGet income5y track recordRanked #24 of 340 in this goal

A high level of current income while seeking preservation of capital.

By Franklin Templeton Investments · Launched 2020

Annual Cost

0.15%

#740 of 5,562 · low cost

Fund Size

$395M

#1,757 of 5,562 · large

Dividend YieldGoal

4.35%

Track Record

5 years

#2,152 of 5,562 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,425+4.2%

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

Classification

How Beacon categorizes this fund

Asset class

Fixed income

What it actually holds

By weight

Concentration

Top 10 holdings = 5.6% of fundwell diversified

INTERCONTINENTAL 0126
0.6%
CAIXABANK SA
0.6%
ING GROEP NV
0.6%
LLOYDS BANKING GROUP PLC
0.6%
AMERICAN EXPRESS CO
0.6%
AUST & NZ BANKING GROUP
0.6%
US BANK NA CINCINNATI
0.6%
TORONTO-DOMINION BANK
0.6%
WESTPAC BANKING CORP
0.6%
AGREE LP 0126
0.6%

Asset allocation

Bonds
75.2%
Cash
24.9%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
1.7%Low

Year-on-year price swings

Max drawdown
-1.7%Mild

Worst peak-to-trough loss

Sharpe (3Y)
1.01Strong risk-adjusted returns
Sortino (3Y)
1.49Good downside protection

Bond profile

Duration

4.6 years

Avg maturity

10.0 years

Credit ratings

US Government
1.6%
AA
10.9%
A
49.3%
BBB
19.9%
Other
19.9%

Where to buy

Listing

Exchange
NYSE Arca

Full fund details

Objective
A high level of current income while seeking preservation of capital.
Strategy
Invests primarily in bonds and bond-related investments, targeting an average portfolio duration of one year or less. Focuses on U.S. dollar denominated, investment grade debt securities, including government and corporate debt, money market instruments, and municipal securities. The investment manager employs a top-down macroeconomic analysis combined with bottom-up fundamental analysis to select securities across various sectors, aiming to reduce credit risk and preserve capital.
Inception date
July 14, 2020
Fund family
Franklin Templeton Investments

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Data updated on 2026-06-19