Franklin Gold Precious Fund Fundamentals

FGADX Fund  USD 18.13  0.53  3.01%   
Franklin Gold Precious fundamentals help investors to digest information that contributes to Franklin Gold's financial success or failures. It also enables traders to predict the movement of Franklin Mutual Fund. The fundamental analysis module provides a way to measure Franklin Gold's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Franklin Gold mutual fund.
  
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Franklin Year To Date Return Analysis

Franklin Gold's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.

YTD Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About Year To Date Return | All Equity Analysis

Current Franklin Gold Year To Date Return

    
  2.24 %  
Most of Franklin Gold's fundamental indicators, such as Year To Date Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Franklin Gold Precious is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
Competition

Franklin Gold Year To Date Return Component Assessment

According to the company's disclosures, Franklin Gold Precious has a Year To Date Return of 2.2365%. This is much higher than that of the Category family and significantly higher than that of the Family category. The year to date return for all United States funds is notably lower than that of the firm.

Franklin Gold Precious Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Franklin Gold's current stock value. Our valuation model uses many indicators to compare Franklin Gold value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Franklin Gold competition to find correlations between indicators driving Franklin Gold's intrinsic value. More Info.
Franklin Gold Precious is one of the top funds in three year return among similar funds. It is one of the top funds in annual yield among similar funds . . Comparative valuation analysis is a catch-all model that can be used if you cannot value Franklin Gold by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Franklin Gold's Mutual Fund . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Franklin Gold's earnings, one of the primary drivers of an investment's value.

Franklin One Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Franklin Gold's direct or indirect competition against its One Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Franklin Gold could also be used in its relative valuation, which is a method of valuing Franklin Gold by comparing valuation metrics of similar companies.
Franklin Gold is currently under evaluation in one year return among similar funds.

Fund Asset Allocation for Franklin Gold

The fund consists of 97.83% investments in stocks, with the rest of investments allocated between bonds, cashand various exotic instruments.
Asset allocation divides Franklin Gold's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.

Franklin Fundamentals

About Franklin Gold Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Franklin Gold Precious's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Franklin Gold using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Franklin Gold Precious based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
The fund normally invests at least 80 percent of its net assets in securities of gold and precious metals operation companies. It may buy securities of gold and precious metals operation companies located anywhere in the world and in general invests predominantly in non-U.S. companies. The fund may invest in companies without regard to market capitalization, and may heavily invest in small- and mid-capitalization companies. The fund is non-diversified.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Franklin Gold in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Franklin Gold's short interest history, or implied volatility extrapolated from Franklin Gold options trading.

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Check out Franklin Gold Piotroski F Score and Franklin Gold Altman Z Score analysis.
Note that the Franklin Gold Precious information on this page should be used as a complementary analysis to other Franklin Gold'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 Global Correlations module to find global opportunities by holding instruments from different markets.

Complementary Tools for Franklin Mutual Fund analysis

When running Franklin Gold's price analysis, check to measure Franklin Gold'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 Gold is operating at the current time. Most of Franklin Gold's value examination focuses on studying past and present price action to predict the probability of Franklin Gold'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 Gold's price. Additionally, you may evaluate how the addition of Franklin Gold to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Franklin Gold's value and its price as these two are different measures arrived at by different means. Investors typically determine if Franklin Gold is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Franklin Gold'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.