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Franklin Intelligent Machines ETF IQM

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub

Morningstar’s Analysis IQM

Will IQM outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IQM’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the IQM management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of IQM’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Franklin Intelligent Machines ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings IQM

More IQM Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 49.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

12.35 3.2 Mil
Technology

ASML Holding NV ADR

5.19 1.3 Mil
Technology

Intuitive Surgical Inc

4.78 1.2 Mil
Healthcare

Synopsys Inc

4.40 1.1 Mil
Technology

Cadence Design Systems Inc

4.38 1.1 Mil
Technology

Apple Inc

4.18 1.1 Mil
Technology

Taiwan Semiconductor Manufacturing Co Ltd ADR

3.99 1.0 Mil
Technology

Applied Materials Inc

3.36 873,240
Technology

Tesla Inc

3.26 846,103
Consumer Cyclical

ASM International NV

3.25 844,867
Technology