FSMLFranklin Small Cap Enhanced ETF

DiversifierNewRanked #25 of 240 in this goal

The fund seeks to achieve long-term capital appreciation.

By Franklin Templeton Investments · Launched 2025

Annual Cost

0.00%

#58 of 5,562 · low cost

Fund Size

$117M

#2,793 of 5,562 · mid-size

Return (1Y)Goal

N/A

Track Record

6 months

#5,063 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$11,741+17.4%

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

How Beacon categorizes this fund

Asset class

Region

Strategy

Multi strategy

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

N/A

Max drawdown

-10.8%Mild

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Objective: The fund seeks to achieve long-term capital appreciation.
Strategy: The fund employs a multi-style, quantitative investment approach, investing at least 80% of its net assets in equity securities of small capitalization companies. It utilizes a proprietary multi-factor scoring model to select securities based on factors such as quality, value, and sentiment, while also considering sector weight limits and security constraints. The fund primarily invests in common stocks but may also include preferred stocks and derivatives.
Inception date: December 9, 2025
Fund family: Franklin Templeton Investments