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Release date as of 2024-09-30. Data on page is subject to change. |
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Fees and Expenses |
Taken from prospectus dated 2024-05-01 |
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Maximum Fees |
Administrative |
0.15%
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Management |
0.63%
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12b-1 |
--- |
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Actual Fees |
12b-1 |
0.25%
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Management |
0.46%
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Expense Ratio |
0.71%
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(taken from annual report dated 2024-06-30) |
Total Annual Operating Expense |
0.72%
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Type |
Date |
% |
ExpenseRatio |
Contractual |
--- |
0.01 |
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Inception Date: 1999-01-06 |
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Mngr Name |
Edward D. Perks |
Mngr Start Date |
2002-03-01 |
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Biography |
Edward Perks is chief investment officer of Franklin Templeton Investment Solutions and president of Franklin Advisers, Inc. In this role, Mr. Perks has oversight of myriad multi-asset investment capabilities designed to meet client needs for specific investment solutions. Mr. Perks joined Franklin Templeton in 1992. Mr. Perks holds a B.A. in economics and political science from Yale University. He is a Chartered Financial Analyst (CFA) charterholder, a member of the CFA Institute, and the Security Analysts of San Francisco (SASF). |
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Mngr Name |
Todd Brighton |
Mngr Start Date |
2017-03-01 |
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Biography |
Todd Brighton is a vice president, portfolio manager and research analyst for Franklin Templeton Multi-Asset Solutions. He is the lead manager of the Franklin Liberty US Low Volatility ETF. Mr. Brighton analyzes equity and equity-linked investments for the Core/Hybrid team and specializes in the development of volatility-based strategies. Mr. Brighton joined Franklin Templeton in 2000. He is a Chartered Financial Analyst (CFA) charterholder and a member of the CFA Institute and the CFA Society of San Francisco. |
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Mngr Name |
Brendan Circle |
Mngr Start Date |
2019-02-01 |
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Biography |
Brendan Circle is a vice president, portfolio manager, and research analyst for Franklin Templeton Multi-Asset Solutions. In this role, Mr. Circle serves as a comanager of Franklin Income Fund and related portfolios, as well as Franklin Managed Income Fund. He also specializes in analyzing investment opportunities across the fixed income markets for the Multi-Asset Solutions team. Mr. Circle joined Franklin Templeton in 2014. Mr. Circle is a Chartered Financial Analyst (CFA) Charterholder, as well as a member of the CFA Institute and the CFA Society of San Francisco. |
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Franklin Templeton Investments |
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© Copyright 2024 Morningstar, Inc. All rights reserved. Morningstar, the Morningstar logo, Morningstar.com, Morningstar Tools are either trademark or service marks of Morningstar, Inc. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or any losses arising from any use of information. Past performance is no guarantee of future performance. |
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Past performance is no guarantee of future results.
Returns will vary and shares may be worth more or less than their original cost when sold.
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