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INCE
+3.83 · +6.43%
$63.41 · NYSE ARCA

Franklin Income Equity Focus ETF (INCE) ETF Analysis | Large Value

Franklin Templeton Investments · USA
AUM:$117.3M
#– of – in Large Value ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 21.5% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.29% — competitive for the exposure provided.

What is INCE?

Under normal market conditions, the fund will invest at least 80% of its net assets in equity securities, and in derivatives and other instruments that have economic characteristics and provide investment exposure similar to equity securities.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
INCE delivered 21.5% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.29% — reasonable for the index exposure provided.
Broadly Diversified
Top 10 holdings represent just 29.4% of the ETF — exposure spread across many positions.
ETF Information
AUM$117.3M
Expense Ratio0.29%
Dividend Yield4.60%
Holdings28
Inception DateSept 2016
Domicile–
Distribution–
Index–
ProviderFranklin Templeton Investments
Beta0.74
CategoryLarge Value
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+3.6%
1Y
+19.7%
3Y
+54.6%
5Y
+62.1%
OpenBook InsightIf you had invested £10,000 in INCE 5 years ago, it would have grown to £16,207 — a gain of £6,207.

Annual Returns

Calendar year performance

INCE delivered positive returns in 4 of the last 5 calendar years.
YearINCE
2026 YTD+14.0%
2025+16.0%
2024+11.0%
2023+13.8%
2022-8.2%
CAGR 4yr+7.7%
4/5 positive yearsAvg return: +9.3%Worst year: -8.2% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
6.3%
Low
Momentum
+3.0%
30-day change
Support Level
68.38
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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