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INCM
+0.97 · +3.50%
$28.65 · NYSE ARCA

Franklin Templeton ETF Trust (INCM) ETF Analysis | Moderately Conservative Allocation

Franklin Templeton Investments · USA
AUM:$1.3B
#– of – in Moderately Conservative Allocation 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 14.7% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.38% — moderate cost. Consider how fees compound over long holding periods.

What is INCM?

Under normal market conditions, the fund invests in a diversified portfolio of debt and equity securities. The fund may invest up to 30% of its assets in equity index-linked notes, with respect to which interest payments are typically derived from the implied volatility of an equity index (e.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
INCM returned 14.7% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.38%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 14.6% of the ETF — exposure spread across many positions.
ETF Information
AUM$1.3B
Expense Ratio0.38%
Dividend Yield4.89%
Holdings30
Inception DateJun 2023
Domicile–
Distribution–
Index–
ProviderFranklin Templeton Investments
Beta0.99
CategoryModerately Conservative Allocation
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+0.7%
1Y
+10.3%
3Y
+36.0%
5Y
+36.9%
OpenBook InsightIf you had invested £10,000 in INCM 5 years ago, it would have grown to £13,690 — a gain of £3,690.

Annual Returns

Calendar year performance

INCM delivered positive returns in 4 of the last 4 calendar years.
YearINCM
2026 YTD+6.4%
2025+13.3%
2024+6.5%
2023+5.8%
CAGR 3yr+8.5%
4/4 positive yearsAvg return: +8.0%Worst year: +5.8% (2023)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
4.8%
Low
Momentum
+1.8%
30-day change
Support Level
29.26
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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