If you’re looking for US market exposure but aren’t sure how to manage asset class exposures, sector weightings and more, we can help. We offer a suite of low fee, highly diversified ETF portfolios which are actively managed for all market conditions. Learn more.
There’s a new chapter being written in U.S. equities. As the narrative changes, reconsidering your exposure could help optimize your portfolio.
The market is showing promising signs of broadening, supported by solid fundamentals, robust corporate profits, strong growth projections, and a pro-growth policy environment. As new growth drivers emerge beyond the dominant, high growth mega caps, now might be the perfect time to consider a more dynamic and diversified approach to US equities.
Concentration trouble
How diversified is the S&P 500?
Reasonable valuations
Price-to-earnings comparison of the Mag 7 to the broader market (x)
Adapting your portfolio for a broadening market.
Cash is idling. Get it into gear.
In a growth environment, cash could get left behind. Reallocating cash to low-risk, dividend paying strategies can expose investors to the upside of a growth environment, without taking on excess risk or losing their income stream.
FLVU
Franklin U.S. Low Volatility High Dividend Index ETF
Combining companies with high dividends with those that have exhibited low volatility over time. Management Fee: 0.27%*
Franklin U.S. Monthly Income Fund
Actively managed to generate income while maintaining the prospect for long-term capital gain by investing strategically in dividend-paying stocks, bonds and convertible securities.
*Management fee waived to 0.12% for the first year ending March 31, 2025. For additional information, please consult the prospectus.
A broader market calls for broader exposure.
If future returns will be driven by a broader range of stocks, you can enhance your portfolio by adding diversified, core U.S. equity solutions comprised of high-quality U.S. companies.
Franklin U.S. Rising Dividends Fund
Designed to offer investors long-term growth and performance by investing in companies with a track record of substantial and sustainable dividend growth.
FLUS
Franklin U.S. Large Cap Multifactor Index ETF
Strategic style factor diversification offers the potential for strong risk-adjusted performance.
Focus on innovation, to supercharge your portfolio's growth potential.
Innovation comes in many shapes and sizes, propelling more than just the Mag 7. Our Silicon Valley based investment team can help you access the companies pioneering new products, ideas, and services, that could shape our future, and power your portfolio’s long-term growth.
FINO
Franklin Innovation Fund
High-growth positioning - the portfolio is aiming to provide exposure to pockets of growth and dynamic technology that the index may not.
Franklin U.S. Opportunities Fund
Gain exposure to leading U.S. companies that are well-positioned to benefit from powerful consumer and business trends including those driven by innovative technologies.
Not sure how to allocate? Let us do it for you.
Looking for low-cost U.S. equity index exposure?
Franklin FTSE U.S. Index ETF - FLAM – Targeted exposure to an index of large and mid cap sized companies in the US, for a low fee of 0.07%.
Why Franklin Templeton
We provide unrivalled experience, a diverse range of strategies and a long track record of success navigating global equity markets.
For more than 70 years, we’ve been helping investors aim to meet their objectives – from value and growth investing to global and local mandates, our specialist teams are committed to delivering results.
Drawing on our extensive resources and on-the-ground expertise around the world, Franklin Templeton aims to meet your investment needs.
Strategies to Address Your Needs
We work with our clients to provide a comprehensive range of equity strategies across all major regions, sectors and styles that meet a diverse range of needs.
Grounded in Active Management
We believe active management can provide potential for outperformance and diversification. Robust research guides our investment decisions to deliver outcomes that meet client needs.
Specialized Expertise
Our specialist investment managers have their own distinct styles, perspectives and investment approaches. And each follows a well-defined, repeatable investment process, one that is rooted in the kind of insight and robust research that comes with decades of successfully navigating equity market cycles.
Learn more about these Specialist Investment Managers
Bringing together in-depth expertise in a collaborative environment to manage global, US and sector-specific strategies across the style and market capitalization spectrum.
Franklin Templeton leverages the expertise of global asset managers to give you access to markets, securities and strategies that best meet your investment needs
Solely focused on income-producing strategies, reaching across the capital spectrum into any asset class.
A leading fundamental equity manager committed to delivering long-term results through authentic active management across channels, geographies and investment vehicles, including Canadian equities.
Read our latest thinking
Read what our specialist investment managers are thinking about the markets.
Notes
* Source: Factset, as of 31/12/2024; “Magnificent 7”, “Mag 7” consists of: Apple Inc., NVIDIA Corporation, Microsoft Corporation, Amazon.com, Inc., Meta Platforms Inc Class A, Tesla, Inc., Alphabet Inc. Class A and Class C; Used for comparison: top 7 S&P 500 holdings as of 31/12/2014.