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Franklin Templeton ETF Trust - Martin Currie Sustainable International Equity ETF (LUISX)

11.82
+0.08
+(0.68%)
As of October 28 at 8:00:34 PM EDT. Market Open.

Fund Summary

Under normal market conditions, the fund pursues its objective by investing at least 80% of its net assets plus borrowings for investment purposes, if any, in equity and equity related securities of foreign companies and other investments with similar economic characteristics that meet the subadviser’s environmental, social and governance (“ESG”) criteria for the fund. (The adviser does not currently intend to borrow for investment purposes.) The fund is non-diversified.

Franklin Templeton ETF Trust - Martin Currie Sustainable International Equity ETF

BALTIMORE MD 21202
100 INTERNATIONAL DRIVE
410-539-0000

Fund Overview

Category Foreign Large Growth
Fund Family Franklin Templeton Investments
Net Assets 30.34M
YTD Return -36.52%
Yield 0.00%
Morningstar Rating
Inception Date Nov 30, 2015

Fund Operations

Last Dividend 0.00
Last Cap Gain -7.00
Holdings Turnover 25.00%
Average for Category --

Fees & Expenses

Expense LUISX Category Average
Annual Report Expense Ratio (net) 0.75% 1.05%
Prospectus Net Expense Ratio 0.75% --
Prospectus Gross Expense Ratio 1.50% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.20%
Max Deferred Sales Load -- 1.29%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Zehrid is head of the Global Long-Term Unconstrained team and is co-manager of the Martin Currie Global Portfolio Trust. He joined Martin Currie in May 2018 from BlackRock, where he held a number of senior roles. He was Head of European Equities Research and had responsibility for managing several pan-European equity funds with a specific focus on unconstrained, high-conviction, long-term portfolios. Prior to this, Zehrid managed equity portfolios at Scottish Widows Investment Partnership (SWIP), and was a specialist sector analyst at Commerzbank Securities, UBS Warburg and Credit Lyonnais. Zehrid began his investment career as a trainee fund manager at Scottish Investment Trust. He has a BA in Economics and Finance from the University of Paris-Sorbonne and an MA in International Finance from the University of Glasgow.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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