Franklin Equity Financials
| FEIQX Fund | USD 30.48 0.01 0.03% |
Franklin |
Please note that past performance is not an indicator of the future performance of Franklin Equity, 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.
Franklin Equity Fund Summary
Franklin Equity competes with Franklin Growth, Franklin Total, Franklin Rising, Franklin Mutual, and Franklin Strategic. The fund normally invests at least 80 percent of its net assets in equity securities, including securities convertible into common stocks. It generally invests predominantly in common stocks, and the remainder of its assets in other equity-related instruments such as convertible securities and equity-linked notes . The fund may invest in foreign securities, but does not currently anticipate investing more than 15 percent of its total assets in securities of issuers domiciled outside the United States.Specialization | Large Value, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Franklin Investors Securities |
| Mutual Fund Family | Franklin Templeton Investments |
| Mutual Fund Category | Large Value |
| Benchmark | NYSE Composite |
| Phone | 800 342 5236 |
| Currency | USD - US Dollar |
You should never invest in Franklin Equity Income without having analyzed available financial metrics that contribute to the net asset value (NAV) of the fund. Do not rely on someone else's analysis or guesses about the future performance of Franklin Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Franklin Equity's prospectus and an annual reports, can give you an edge over other investors and help to ensure that your investments perform well for you.
Franklin Equity Key Financial Ratios
Generally speaking, Franklin Equity's financial ratios allow both analysts and investors to convert raw data from Franklin Equity's financial statements into concise, actionable information that can be used to evaluate the performance of Franklin Equity over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Franklin Equity Me reports annually and quarterly.Franklin Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Franklin Equity's current stock value. Our valuation model uses many indicators to compare Franklin Equity value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Franklin Equity competition to find correlations between indicators driving Franklin Equity's intrinsic value. More Info.Franklin Equity Income is one of the top funds in annual yield among similar funds. It is one of the top funds in year to date return among similar funds creating about 197.98 of Year To Date Return per Annual Yield. Comparative valuation analysis is a catch-all model that can be used if you cannot value Franklin Equity by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Franklin Equity'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 Equity's earnings, one of the primary drivers of an investment's value.Franklin Equity Me Systematic Risk
Franklin Equity's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Franklin Equity volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was three with a total number of output elements of fifty-eight. The Beta measures systematic risk based on how returns on Franklin Equity Me correlated with the market. If Beta is less than 0 Franklin Equity generally moves in the opposite direction as compared to the market. If Franklin Equity Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Franklin Equity Me is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Franklin Equity is generally in the same direction as the market. If Beta > 1 Franklin Equity moves generally in the same direction as, but more than the movement of the benchmark.
Franklin Equity April 19, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Franklin Equity help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Franklin Equity Income. We use our internally-developed statistical techniques to arrive at the intrinsic value of Franklin Equity Income based on widely used predictive technical indicators. In general, we focus on analyzing Franklin Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Franklin Equity's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.6247 | |||
| Information Ratio | 0.0248 | |||
| Maximum Drawdown | 2.82 | |||
| Value At Risk | (1.01) | |||
| Potential Upside | 1.06 |
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Franklin Equity Income. 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 producer price index. You can also try the AI Investment Finder module to use AI to screen and filter profitable investment opportunities.