Key stats
About FRANKLIN US LARGE CAP MULTIFACTOR UNITS
Home page
Inception date
Jun 5, 2017
Structure
Canadian Mutual Fund Trust (ON)
Distributes
Capital Gains
Tax on distributions
Ordinary income
Primary advisor
Franklin Templeton Investments Corp.
The fund is a multi-factor approach to the US equity market. The fund`s index starts with the Russell 1000 universe, an expansive definition of the large-cap space that includes many firms we consider midcaps. Then it scores each stock on four fundamental and technical factors: quality (50% weight), value (30%), momentum (10%), and low volatility (10%). Finally, the index selects stocks with the highest four-factor composite scores. Holdings are weighted by the composite score, scaled by market cap. FLUS may appeal to investors seeking diversified core US exposure with comprehensive factor tilts. The index undergoes semi-annual rebalance and reconstitution with issuer weights capped at 1% each.
Classification
What's in the fund
Exposure type
Electronic Technology
Technology Services
Retail Trade
Health Technology
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.