USPX ETF Analysis: Templeton Trust - LibertyQ | NYSE

Large Blend | NYSE, USA | Market Cap: 2.110m USD | 12M Return: 20.1% | US35473P4054 | Charts, Fundamentals & Technical Analysis

Large Caps, Mid Caps, US Equities, Index Tracking
Total Rating 53
Safety 53
Buy Signal -0.12
Large Blend
Category Rotation: +7.2
TER: 0.03%
AUM: 2.11B
Avg Turnover: 3.88M
Risk 3d forecast
Volatility10.7%
VaR 5th Pctl2.02%
VaR vs Median4.44%
Reward TTM
Sharpe Ratio0.86
Rel. Str. IBD51.9
Rel. Str. Peer Group9.4
Character TTM
Beta1.006
Beta Downside1.001
Hurst Exponent0.504
Drawdowns 3y
Max DD19.21%
CAGR/Max DD1.21
CAGR/Mean DD12.48

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality

Not enough history
Description: USPX Templeton Trust - LibertyQ

The Franklin LibertyQ Global Equity ETF (USPX) is a passively managed exchange-traded fund that invests at least 80% of its assets in the securities of its underlying index, which is a free float-adjusted, market capitalization-weighted index maintained and calculated by Morningstar, Inc. The index targets large- and mid-capitalization U.S. stocks representing the top 85% of the U.S. equity investable universe by float-adjusted market capitalization, giving the fund broad exposure to established American companies. Although classified in the Large Blend category, the fund is structured as non-diversified, meaning it may hold larger concentrated positions in individual securities than diversified funds typically allow.

Headlines to Watch Out For
  • US large-cap equity rally lifts fund NAV
  • Net inflows expand AUM and fee-based revenue base
  • Quality factor tilt competes against low-cost cap-weighted peers
What is the price of USPX shares?

As of October 05, 2026, the stock is trading at USD 67.34 with a total of 29,503 shares traded. Over the past week, the price has changed by +1.29%, over one month by +4.49%, over three months by +3.23% and over the past year by +20.10%.

Current recommended Stop Loss: 65.90 (which is 2.1% or 2.7 ATR below the current price).

Is USPX a buy, sell or hold?

Templeton Trust - LibertyQ has no consensus analysts rating.