Franklin Core Balanced Active ETF

About Franklin Core Balanced Active ETF

This fund's primary objective is to deliver both sustained capital growth over the long term and consistent income generation. It accomplishes this through a balanced investment strategy focused on North American equities and fixed-income securities. The specific proportion allocated to each asset class is flexible, however, and may vary depending on shifts in market valuation or the portfolio managers' assessment of prevailing market conditions. For its equity holdings, the fund employs a systematic, rules-based selection process that integrates a range of fundamental factors, including historical and projected financial market data, valuation metrics, price volatility, and momentum trends. The fixed-income component is broad, encompassing various types of debt instruments such as fixed and floating-rate securities, government and corporate bonds, and both mortgage-backed and asset-backed securities. Furthermore, the fund may hedge foreign currency risk and utilize derivatives for either hedging or other strategic purposes.