Franklin Efolio Allocation Fund Quote
| FTCLX Fund | USD 21.58 0.14 0.64% |
Performance6 of 100
| Odds Of DistressLess than 21
|
Franklin Efolio is trading at 21.58 as of the 18th of April 2024; that is -0.64 percent down since the beginning of the trading day. The fund's open price was 21.72. Franklin Efolio has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Franklin Efolio Allocation are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 19th of March 2024 and ending today, the 18th of April 2024. Click here to learn more.
The fund is a fund to funds meaning that it seeks to achieve its investment goal by investing its assets in a combination of the Franklin Growth Fund, Franklin Growth Opportunities Fund, Franklin Mutual Shares Fund and Templeton Growth Fund on a fixed percentage basis. More on Franklin Efolio Allocation
Moving together with Franklin Mutual Fund
| 0.95 | TEBIX | Franklin Mutual Beacon | PairCorr |
| 0.95 | TEDMX | Templeton Developing | PairCorr |
| 0.93 | TEDIX | Franklin Mutual Global | PairCorr |
| 0.92 | TEDSX | Franklin Mutual Global | PairCorr |
| 0.92 | TEDRX | Franklin Mutual Global | PairCorr |
| 0.9 | TEFRX | Templeton Foreign | PairCorr |
| 0.9 | TEFTX | Templeton Foreign | PairCorr |
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 Efolio's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Franklin Efolio or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Franklin Templeton Investments Funds, Large Growth Funds, Allocation--85%+ Equity Funds, Allocation--85%+ Equity, Franklin Templeton Investments (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Franklin Efolio Allocation [FTCLX] is traded in USA and was established 18th of April 2024. Franklin Efolio is listed under Franklin Templeton Investments category by Fama And French industry classification. The fund is listed under Allocation--85%+ Equity category and is part of Franklin Templeton Investments family. This fund currently has accumulated 866.25 M in assets under management (AUM) with no minimum investment requirementsFranklin Efolio Allo is currently producing year-to-date (YTD) return of 5.27% with the current yeild of 0.0%, while the total return for the last 3 years was 2.98%.
Check Franklin Efolio 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 Efolio Allocation 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 Efolio Allocation Mutual Fund Constituents
| FIFRX | Franklin Growth Fund | Mutual Fund | Large Growth |
| FMSHX | Franklin Mutual Shares | Mutual Fund | Allocation--85%+ Equity |
| FOPPX | Franklin Growth Opportunities | Mutual Fund | Large Growth |
| FTGFX | Templeton Growth Fund | Mutual Fund | World Large-Stock Blend |
| INFXX | Institutional Fiduciary Trust | Money Market Fund | US Money Market Fund |
Franklin Efolio Target Price Odds Analysis
Based on a normal probability distribution, the odds of Franklin Efolio jumping above the current price in 90 days from now is about 63.86%. The Franklin Efolio Allocation probability density function shows the probability of Franklin Efolio 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 1.0342. This usually indicates Franklin Efolio Allocation market returns are sensitive to returns on the market. As the market goes up or down, Franklin Efolio is expected to follow. Additionally, franklin Efolio Allocation has an alpha of 0.0116, implying that it can generate a 0.0116 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Franklin Efolio to move above the current price in 90 days from now is about 63.86 (This Franklin Efolio Allocation probability density function shows the probability of Franklin Mutual Fund to fall within a particular range of prices over 90 days) .
Franklin Efolio Allo Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Franklin Efolio market risk premium is the additional return an investor will receive from holding Franklin Efolio 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 Efolio. 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 Efolio's alpha and beta are two of the key measurements used to evaluate Franklin Efolio's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.5794 | |||
| Semi Deviation | 0.6201 | |||
| Standard Deviation | 0.7328 | |||
| Variance | 0.5369 |
Franklin Efolio Against Markets
Picking the right benchmark for Franklin Efolio 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 Efolio 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 Efolio is critical whether you are bullish or bearish towards Franklin Efolio Allocation at a given time. Please also check how Franklin Efolio'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 Efolio 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.Did you try this?
Run Pattern Recognition Now
Pattern RecognitionUse different Pattern Recognition models to time the market across multiple global exchanges |
| All Next | Launch Module |
How to buy Franklin Mutual Fund?
Before investing in Franklin Efolio, 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 Efolio. To buy Franklin Efolio fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Franklin Efolio. 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 Efolio fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Franklin Efolio Allocation 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 Efolio Allocation 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 Efolio Allocation, 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 Efolio Allocation?
The danger of trading Franklin Efolio Allocation 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 Efolio 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 Efolio. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Franklin Efolio Allo 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 Efolio Allocation. 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 bureau of economic analysis. You can also try the Portfolio Analyzer module to portfolio analysis module that provides access to portfolio diagnostics and optimization engine.