IQMFranklin Intelligent Machines ETF
IQM Fund Description
IQM is an actively managed portfolio of global equity securities of companies that are relevant to intelligent machines.
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 MSCI ESG Analytics Insight
Franklin Intelligent Machines ETF has an MSCI ESG Fund Rating of AA based on a score of 7.90 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. Franklin Intelligent Machines ETF ranks in the 89th percentile within its peer group and in the 95th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
IQM MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
IQM Summary Data
IQM Portfolio Data
IQM Index Data
IQM Portfolio Management
IQM Tax Exposures
IQM Fund Structure
IQM Factset Analytics Block Liquidity
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 Economic Development
IQM Performance Statistics
IQM MSCI ESG Ratings
IQM Benchmark Comparison Summary
IQM Benchmark Comparison Market Cap Size