(IQM) Templeton Trust - Overview
Etf: Robotics, Ai Chips, Automation, Cloud
| Risk 5d forecast | |
|---|---|
| Volatility | 34.2% |
| Relative Tail Risk | 4.51% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 0.99 |
| Alpha | 14.01 |
| Character TTM | |
|---|---|
| Beta | 1.511 |
| Beta Downside | 1.418 |
| Drawdowns 3y | |
|---|---|
| Max DD | 30.42% |
| CAGR/Max DD | 1.04 |
Description: IQM Templeton Trust December 22, 2025
The Franklin Intelligent Machines ETF (BATS: IQM) is a U.S.-based, technology-focused ETF that commits at least 80% of its net assets to equity securities of companies involved in “intelligent machines.” The fund primarily holds common stock and, while it can span multiple sectors, it is expected to concentrate heavily in technology-related industries. As a non-diversified vehicle, IQM may exhibit higher concentration risk relative to broader market ETFs.
Key quantitative points (as of the latest public filings) include an expense ratio of 0.40%, assets under management of roughly $350 million, and top holdings that feature firms such as NVIDIA, Microsoft, and Alphabet, which together account for over 30% of the portfolio. The ETF’s performance is closely tied to macro drivers like global AI-related capital spending (projected to grow at a CAGR of ~20% through 2028) and semiconductor supply-chain dynamics, while sector momentum in cloud computing and robotics further amplifies exposure.
For a deeper dive into how IQM’s factor exposures compare to peers and to explore scenario-based risk analytics, you might find ValueRay’s interactive toolkit useful.
What is the price of IQM shares?
Over the past week, the price has changed by +2.77%, over one month by +1.32%, over three months by +3.06% and over the past year by +35.28%.
Is IQM a buy, sell or hold?
What are the forecasts/targets for the IQM price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 118.8 | 25.6% |
IQM Fundamental Data Overview February 04, 2026
EBIT TTM = 0.0 USD
EBITDA TTM = 0.0 USD
Long Term Debt = unknown (none)
Short Term Debt = unknown (none)
Debt = unknown
Net Debt = unknown
Enterprise Value = 73.8m USD (73.8m + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
EV/FCF = unknown (FCF TTM 0.0)
FCF Yield = 0.0% (FCF TTM 0.0 / Enterprise Value 73.8m)
FCF Margin = unknown (Revenue TTM is 0 or missing)
Net Margin = unknown
Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM 0.0) / Revenue TTM)
Tobins Q-Ratio = unknown (Enterprise Value 73.8m / Total Assets none)
Interest Expense / Debt = unknown (Interest Expense 0.0 / Debt none)
Taxrate = 21.0% (US default 21%)
NOPAT = 0.0 (EBIT 0.0 * (1 - 21.00%))
Current Ratio = unknown (Total Current Assets none / Total Current Liabilities none)
Debt / Equity = unknown (Debt none)
Debt / EBITDA = unknown (Net Debt none / EBITDA 0.0)
Debt / FCF = unknown (Net Debt none / FCF TTM 0.0)
Total Stockholder Equity = 0.0 (from calculated bookValueOfEquity)
RoA = unknown (Net Income 0.0 / Total Assets none)
RoE = unknown (Net Income TTM 0.0 / Total Stockholder Equity 0.0)
RoCE = unknown (EBIT 0.0 / Capital Employed )
RoIC = unknown (NOPAT 0.0, Invested Capital 0.0, EBIT 0.0)
WACC = 11.48% (E(73.8m)/V(73.8m) * Re(11.48%) + (debt-free company))
Discount Rate = 11.48% (= CAPM, Blume Beta Adj.)
Fair Price DCF = unknown (Cash Flow 0.0)