(FLLV) Franklin Liberty U.S. Low - Ratings and Ratios

The Franklin Liberty U.S. Low Volatility ETF (FLLV) is designed to provide investors with exposure to U.S. equity markets while minimizing volatility. The fund achieves this by investing at least 80% of its net assets in U.S. equity securities, primarily common stocks, with a focus on companies that historically exhibit lower volatility compared to the broader market.

By targeting companies with lower volatility, FLLV aims to offer a more stable investment experience, making it potentially attractive to risk-averse investors or those seeking to reduce portfolio risk. The funds investment universe includes large-cap and mid-cap U.S. companies, allowing it to tap into various segments of the market. This diversification can help in spreading risk and potentially capturing growth opportunities across different market capitalization categories.

From a technical standpoint, FLLVs recent price action indicates a potential bullish trend. With the last price at $55.89, it is above both its 20-day Simple Moving Average (SMA20) of $54.09 and its 50-day Simple Moving Average (SMA50) of $54.64, suggesting a short to medium-term uptrend. However, the funds price is below its 200-day Simple Moving Average (SMA200) of $56.56, indicating a potential longer-term downtrend or consolidation phase. The Average True Range (ATR) of 1.04, or 1.86%, suggests moderate daily volatility, aligning with the funds low volatility objective.

Considering the fundamental aspect, the funds Assets Under Management (AUM) stand at $89.37 million. While this is relatively modest compared to some larger ETFs, it still indicates a viable product with a dedicated investor base. The size of the fund can influence its liquidity and trading costs, factors that investors should consider.

Forecasting FLLVs performance involves analyzing both technical and fundamental data. Given its current technical setup, if FLLV can break above its SMA200 at $56.56, it could signal a continuation of the uptrend, potentially targeting the 52-week high of $59.25. Conversely, failure to break through this resistance level might result in a pullback towards the SMA50 or even lower. Fundamentally, the funds low volatility profile and diversified holdings position it for potential resilience in turbulent markets. If the broader U.S. equity market, as represented by the Russell 1000 Index, experiences a downturn, FLLVs focus on lower volatility stocks could help mitigate losses. However, in a strongly bullish market, FLLVs conservative nature might cause it to underperform more aggressive or beta-heavy investments.