FLCO – Fund Analysis – Franklin Investment Grade Corporate ETF | Morningstar

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Will FLCO outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FLCO’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the FLCO management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of FLCO’s parent organization’s priorities and whether they’re in line with investors’ interests.

Comanager Triple Swap at Franklin Investment-grade Corporate ETF; Ratings Unchanged

null Alec Lucas

Alec Lucas

Analyst Note

Three comanagers have left Franklin Investment-grade Corporate ETF and three have joined in service of the strategy’s new direction since Joshua Lohmeier took over in March 2023. The strategy has some continuity with its past as credit specialist Marc Kremer remains, but its new direction has yet to prove itself and this comanager triple-swap does not change that. The strategy retains its Average People and Process ratings.

by Alec Lucas

Published on Oct 2, 2024

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