Franklin Balance Sheet Fund Quote

FBSAX Fund  USD 38.21  0.57  1.51%   

Performance

8 of 100

 
Low
 
High
OK

Odds Of Distress

Less than 39

 
100  
 
Zero
Below Average
Franklin Balance is trading at 38.21 as of the 28th of March 2024; that is 1.51 percent increase since the beginning of the trading day. The fund's open price was 37.64. Franklin Balance has about a 39 percent probability of financial distress in the next few years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Franklin Balance Sheet are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 8th of April 2022 and ending today, the 28th of March 2024. Click here to learn more.
Under normal market conditions, the fund invests at least 80 percent of its net assets in U.S. mid cap securities. Under normal market conditions, it invests primarily in equity securities of U.S. companies that the investment manager believes are available at market prices less than their value based on certain recognized or objective criteria .. More on Franklin Balance Sheet

Moving together with Franklin Mutual Fund

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  0.78TEFRX Templeton Foreign FundPairCorr

Franklin Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Franklin Balance's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Franklin Balance or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationFranklin Templeton Investments Funds, Large Funds, Mid-Cap Value Funds, Mid-Cap Value, Franklin Templeton Investments (View all Sectors)
Update Date31st of March 2024
Franklin Balance Sheet [FBSAX] is traded in USA and was established 28th of March 2024. Franklin Balance is listed under Franklin Templeton Investments category by Fama And French industry classification. The fund is listed under Mid-Cap Value category and is part of Franklin Templeton Investments family. This fund currently has accumulated 980.28 M in assets under management (AUM) with minimum initial investment of 100 K. Franklin Balance Sheet is currently producing year-to-date (YTD) return of 5.16% with the current yeild of 0.01%, while the total return for the last 3 years was 6.17%.
Check Franklin Balance Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Franklin Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Franklin Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Franklin Balance Sheet Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Franklin Balance Sheet Mutual Fund Constituents

NVSNovartis AG ADRStockHealth Care
CCitigroupStockFinancials
COFCapital One FinancialStockFinancials
INFXXInstitutional Fiduciary TrustMoney Market FundUS Money Market Fund
KHCKraft Heinz CoStockConsumer Staples
PNCPNC Financial ServicesStockFinancials
PRGOPerrigo Company PLCStockHealth Care
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Franklin Balance Target Price Odds Analysis

Based on a normal probability distribution, the odds of Franklin Balance jumping above the current price in 90 days from now is near 1%. The Franklin Balance Sheet probability density function shows the probability of Franklin Balance mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.068. This usually indicates Franklin Balance Sheet market returns are sensitive to returns on the market. As the market goes up or down, Franklin Balance is expected to follow. Additionally, franklin Balance Sheet has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming NYSE Composite.
  Odds Below 38.21HorizonTargetOdds Above 38.21
99.41%90 days
 38.21 
0.57%
Based on a normal probability distribution, the odds of Franklin Balance to move above the current price in 90 days from now is near 1 (This Franklin Balance Sheet probability density function shows the probability of Franklin Mutual Fund to fall within a particular range of prices over 90 days) .

Franklin Balance Sheet Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Franklin Balance market risk premium is the additional return an investor will receive from holding Franklin Balance long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Franklin Balance. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Franklin Balance's alpha and beta are two of the key measurements used to evaluate Franklin Balance's performance over the market, the standard measures of volatility play an important role as well.

Franklin Balance Against Markets

Picking the right benchmark for Franklin Balance mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Franklin Balance mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Franklin Balance is critical whether you are bullish or bearish towards Franklin Balance Sheet at a given time. Please also check how Franklin Balance's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Franklin Balance without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy Franklin Mutual Fund?

Before investing in Franklin Balance, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Franklin Balance. To buy Franklin Balance fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Franklin Balance. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Franklin Balance fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Franklin Balance Sheet fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Franklin Balance Sheet fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Franklin Balance Sheet, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in Franklin Balance Sheet?

The danger of trading Franklin Balance Sheet is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Franklin Balance is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Franklin Balance. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Franklin Balance Sheet is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Franklin Balance Sheet. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in nation.
Note that the Franklin Balance Sheet information on this page should be used as a complementary analysis to other Franklin Balance's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Portfolio File Import module to quickly import all of your third-party portfolios from your local drive in csv format.

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When running Franklin Balance's price analysis, check to measure Franklin Balance's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Franklin Balance is operating at the current time. Most of Franklin Balance's value examination focuses on studying past and present price action to predict the probability of Franklin Balance's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Franklin Balance's price. Additionally, you may evaluate how the addition of Franklin Balance to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Franklin Balance's value and its price as these two are different measures arrived at by different means. Investors typically determine if Franklin Balance is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Franklin Balance's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.