Franklin Templeton
CBSM.DE
IE000XJA2OU4
Franklin ClearBridge US Smaller Companies UCITS ETF
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About this ETF

The ETF invests in small and mid cap US companies.

TER
0.49%

Total Expense Ratio per year

Fund Size
€4.82M

Assets under management

Holdings
92

Underlying equities

Dividend Yield
-

Accumulating

Fundamentals & Estimates

Weighted valuation multiples and analyst forecasts

Valuation Multiples
Weighted P/E
33.74
Weighted Fwd P/E
25.15
💰 Revenue Estimates
Current Year CY
+37.15% ⌀ 14 Analysts Coverage
Next Year NY
+50.07% ⌀ 14 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+126.33% ⌀ 13 Analysts Coverage
Next Year NY
+41.25% ⌀ 13 Analysts Coverage

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ETF Profile
Fund Type
ETF
Inception Date
10/29/2025 (11 mos)
Region
-
Sector
-
Strategy
Small Cap
Theme
-
Distribution Policy
Accumulating
Replication
Full replication
Sustainable
No

🛡️ Risk & Structural Analysis

Multi-Factor Risk Model & Market Data

5/7 Elevated
68/100 Moderate
Diversification Score
68/100 Moderate
3Y Volatility
-
Max Drawdown (3Y)
-
Sharpe Ratio (3Y)
-
Notes & Warnings
Fund Volume (AUM) ⚠️ Fund closure risk (< 50M € AUM)
⚠️ Elevated valuation: Avg P/E of 33.7
⚠️ Fund closure risk (< 50M € AUM)
🟡 Moderate analyst coverage (12.8 analysts)
⚠️ Elevated Regulatory & Policy Risk: 41% in heavily regulated industries (defense, regulated utilities, healthcare policy).
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