What is IQM?

IQM is an actively managed portfolio of global equity securities of companies that are relevant to intelligent machines.

PERFORMANCE [as of 03/22/23] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
IQM 4.98% 15.52% 16.83% -7.32% 33.35% -- --
IQM (NAV) 4.30% 14.84% 16.36% -7.58% -- -- --
Russell 3000 -- -- -- -- -- -- --
N/A -- -- -- -- -- -- --
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

IQM Factset Analytics Insight

IQM invests in global stocks involved with machine learning technologies in areas like robotics, driverless vehicles and algorithmic data analysis. Securities are selected based on the fundamental research by the fund advisor in which they believe well positioned to benefit from intelligent design, such as computer-aided design or “CAD” software, factory automation, robotic tools and services, and industrial software solutions. Due to the investment objective of the fund, it can become concentrated to particular sectors at times. IQM is one of the first three thematic funds to launch from Franklin Templeton.

IQM Summary Data

02/25/20
0.50%
$8.53M
Russell 3000
N/A
Open-Ended Fund

Peers

N/A

Fund Flows

$0.00B 5 Days
$0.00B 30 Days
$0.00B 90 Days

IQM Portfolio Data

$210.88B
39.47
7.60
0.24%
N/A
55

IQM Index Data

Russell 3000
Proprietary
Proprietary
N/A

IQM Portfolio Management

0.50%
--
--
--

IQM Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

IQM Fund Structure

Open-Ended Fund
No
No
-- / --
N/A
N/A
High
Daily

Factset Analytics Block Liquidity

As of 03/23/23

This measurement shows how easy it is to trade a $1 million USD block of IQM. IQM is rated a 4 out of 5.

IQM Tradability

1,683
$67.92K
298
$11.98K
0.37%
$0.15
-0.34%
0.20% / -0.78%
None
90.17%
50,000
0.01
0.01%
0.04%
14
$42.17
4

IQM Sector/Industry Breakdown

IQM Segment
Benchmark
42.58% --
24.03% --
12.42% --
12.35% --
4.91% --
2.03% --
1.47% --
0.21% --

IQM Top 10 Holdings

4.59%
4.43%
3.50%
3.11%
43.26%

IQM Performance Statistics

--
--
--
--
--
N/A

IQM Countries

IQM Segment
Benchmark
74.84% --
7.45% --
5.15% --
4.05% --
3.25% --
2.31% --
2.04% --
0.93% --

IQM Regions

IQM Segment
Benchmark
79.98% --
10.41% --
9.60% --

IQM Economic Development

IQM Segment
Benchmark
96.75% --
3.25% --

IQM Benchmark Comparison Holdings

55
--
--
--

IQM Benchmark Comparison Summary

IQM Segment
Benchmark
55 --
$210.88B --
39.47 --
7.60 --
0.42% --
Medium --

IQM Benchmark Comparison Market Cap Size

IQM Segment
Benchmark
88.00% --
9.90% --
0.60% --
0.00% --