IQMFranklin Intelligent Machines ETF
Seeks capital appreciation.
By Franklin Templeton Investments · Launched 2020
Annual Cost
0.50%
#2,661 of 5,853 · average
Fund Size
$118M
#2,833 of 5,853 · mid-size
Return (1Y)Goal
+28.3%
Track Record
6 years
#2,014 of 5,853 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$12,935+29.4%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Multi cap
Strategy
Active selection
Sector
Information technologyFocus
Artificial Intelligence
What it actually holds
By weightConcentration
Top 10 holdings = 45.9% of fundmoderately concentrated
NVIDIA Corp.
7.8%
Taiwan Semiconductor Manufacturing Co., Ltd.
5.8%
Broadcom Inc
5.6%
Tesla Inc
5.4%
Celestica Inc.
5.4%
Apple Inc.
3.7%
GE Vernova Inc.
3.6%
Kratos Defense & Security Solutions, Inc.
3.3%
Teradyne Inc.
2.7%
Amphenol Corporation
2.6%
Asset allocation
Stocks
97.2%
Cash
2.8%
By sector
Technology
70.5%
Industrials
20.7%
Consumer Cyclical
3.1%
Energy
2.4%
Communication
2.3%
Healthcare
1.0%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
36.1%High
Year-on-year price swings
Max drawdown
-44.9%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.83Decent risk-adjusted returns
Sortino (3Y)
1.17Good downside protection
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks capital appreciation.
- Strategy
- Invests primarily in equity securities of companies relevant to the intelligent machines theme, focusing on technology and innovation across sectors. Targets companies positioned to benefit from advancements in artificial intelligence and related technologies, both domestically and internationally.
- Inception date
- February 25, 2020
- Fund family
- Franklin Templeton Investments
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Data updated on 2026-08-02