INCMFranklin Income Focus ETF
Seeks high current income while maintaining prospects for capital appreciation.
By Franklin Templeton Investments · Launched 2023
Annual Cost
0.38%
#1,824 of 5,854 · low cost
Fund Size
$1.6B
#865 of 5,854 · large
Return (1Y)Goal
+12.6%
Track Record
3 years
#2,948 of 5,854 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$11,324+13.2%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 18.7% of fund✓ well diversified
Institutional Fidu
5.4%
The Procter & Gamble Co.
1.9%
Verizon Communications Inc.
1.8%
United States Treasury Notes
1.6%
Exxon Mobil Corp.
1.6%
CHEVRON CORP
1.4%
Pepsico Inc
1.4%
Duke Energy Corp
1.2%
United States Treasury Bonds
1.2%
DTE Energy Co.
1.2%
Asset allocation
Bonds
50.1%
Stocks
28.7%
Preferred
14.4%
Cash
6.5%
Convertible
0.3%
By sector
Consumer Defensive
23.1%
Utilities
20.2%
Energy
12.6%
Financial Services
10.1%
Technology
7.9%
Healthcare
6.9%
Industrials
5.7%
Communication
5.2%
Other
8.4%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
5.5%Low
Year-on-year price swings
Max drawdown
-7.8%Mild
Worst peak-to-trough loss
Sharpe (3Y)
0.89Decent risk-adjusted returns
Sortino (3Y)
1.27Good downside protection
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks high current income while maintaining prospects for capital appreciation.
- Strategy
- Invests in a diversified portfolio of debt and equity securities, seeking to maximize income over a full market cycle. May invest in foreign securities, including developing or emerging markets, and utilizes various income generation strategies.
- Inception date
- June 6, 2023
- Fund family
- Franklin Templeton Investments
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Data updated on 2026-08-04