Franklin Vertible Mutual Fund Money Managers
| FCSZX Fund | USD 20.77 0.04 0.19% |
Break down of Franklin Vertible's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Franklin Vertible's future under-performance.
| Alan Muschott Executive Fund Manager |
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Franklin |
Franklin Vertible Net Asset Comparison
Franklin Vertible Securities is one of the top funds in net asset among similar funds. Total Asset Under Management (AUM) of Convertibles category is currently estimated at about 4.54 Billion. Franklin Vertible totals roughly 4.13 Billion in net asset claiming about 91% of funds in Convertibles category.
Franklin Vertible Benchmark Summation
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The output start index for this execution was zero with a total number of output elements of sixty-one. Franklin Vertible Price Series Summation is a cross summation of Franklin Vertible price series and its benchmark/peer.
Franklin Vertible Stakeholder
| Alan Muschott | Fund Manager | Profile |
About Franklin Vertible Management Performance
The success or failure of an entity such as Franklin Vertible often depends on how effective the management is. Franklin Vertible management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Franklin management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Franklin management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
The fund normally invests at least 80 percent of its net assets in convertible securities. It may invest up to 100 percent of its assets in securities that are rated below investment grade however, the fund will not invest more than 10 percent of its assets in non-convertible debt securities rated below B. It may invest up to 20 percent of its net assets in other securities, such as common or preferred stocks and non-convertible debt securities.
Please note that past performance is not an indicator of the future performance of Franklin Vertible, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Franklin Vertible Securities. 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 Vertible information on this page should be used as a complementary analysis to other Franklin Vertible'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 Holdings module to check your current holdings and cash postion to detemine if your portfolio needs rebalancing.