(INCM) Templeton Trust - Overview
ETF Category: Moderately Conservative Allocation | Exchange NYSE ARCA (USA) | Currency USD | Market Cap: 1.322m | Total Return 13.4% in 12m
Etf: Debt, Equity, Notes, Volatility
Total Rating 57
Risk 70
Buy Signal -0.30
| Risk 5d forecast | |
|---|---|
| Volatility | 7.17% |
| Relative Tail Risk | -0.74% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 1.08 |
| Alpha | 5.92 |
| Character TTM | |
|---|---|
| Beta | 0.353 |
| Beta Downside | 0.380 |
| Drawdowns 3y | |
|---|---|
| Max DD | 7.84% |
| CAGR/Max DD | 1.36 |
Description: INCM Templeton Trust March 05, 2026
INCM is an ETF investing in diversified debt and equity securities. It aims for moderate conservative allocation, suitable for investors seeking lower risk exposure.
The fund allocates up to 30% of its assets to equity index-linked notes. These notes generate interest from the implied volatility of equity indices like the S&P 500, a common measure of market expectation of price fluctuations.
Additionally, INCM can invest up to 10% in equity-linked notes (ELNs). ELNs are debt instruments whose returns are tied to the performance of an underlying equity or equity index.
For more detailed analysis of INCMs holdings and performance, ValueRay offers in-depth research tools.
Headlines to watch out for
- Equity market volatility impacts interest payments
- Fixed income yields influence portfolio returns
- Equity-linked note performance affects fund value
- Diversification strategy mitigates market risk
What is the price of INCM shares?
As of March 27, 2026, the stock is trading at USD 28.76 with a total of 367,167 shares traded.
Over the past week, the price has changed by -0.03%, over one month by -2.08%, over three months by +3.09% and over the past year by +13.44%.
Over the past week, the price has changed by -0.03%, over one month by -2.08%, over three months by +3.09% and over the past year by +13.44%.
Is INCM a buy, sell or hold?
Templeton Trust has no consensus analysts rating.
What are the forecasts/targets for the INCM price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |