Franklin Rising Financials
| FRDTX Fund | USD 88.37 0.17 0.19% |
Franklin |
Please note that past performance is not an indicator of the future performance of Franklin Rising, 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 Rising Fund Summary
Franklin Rising competes with Franklin Mutual, Templeton Developing, Franklin Mutual, Franklin Mutual, and Franklin Mutual. The fund invests at least 80 percent of its net assets in investments of companies that have paid consistently rising dividends. It invests predominantly in equity securities, primarily common stock. The fund may invest in companies of any size, across the entire market spectrum. It may invest up to 25 percent of its total assets in foreign securities.Specialization | Large Blend, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US3538254091 |
| Business Address | Franklin Managed Trust |
| Mutual Fund Family | Franklin Templeton Investments |
| Mutual Fund Category | Large Blend |
| Benchmark | NYSE Composite |
| Phone | 800 342 5236 |
| Currency | USD - US Dollar |
You should never invest in Franklin Rising Dividends 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 Rising'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 Rising Key Financial Ratios
Generally speaking, Franklin Rising's financial ratios allow both analysts and investors to convert raw data from Franklin Rising's financial statements into concise, actionable information that can be used to evaluate the performance of Franklin Rising 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 Rising Dividends reports annually and quarterly.Franklin Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Franklin Rising's current stock value. Our valuation model uses many indicators to compare Franklin Rising value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Franklin Rising competition to find correlations between indicators driving Franklin Rising's intrinsic value. More Info.Franklin Rising Dividends is one of the top funds in price to earning among similar funds. It is one of the top funds in price to book among similar funds fabricating about 0.16 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Franklin Rising Dividends is roughly 6.26 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Franklin Rising by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Franklin Rising'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 Rising's earnings, one of the primary drivers of an investment's value.Franklin Rising Dividends Systematic Risk
Franklin Rising's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Franklin Rising 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.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Franklin Rising Dividends correlated with the market. If Beta is less than 0 Franklin Rising generally moves in the opposite direction as compared to the market. If Franklin Rising Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Franklin Rising Dividends is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Franklin Rising is generally in the same direction as the market. If Beta > 1 Franklin Rising moves generally in the same direction as, but more than the movement of the benchmark.
Franklin Rising April 19, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Franklin Rising help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Franklin Rising Dividends. We use our internally-developed statistical techniques to arrive at the intrinsic value of Franklin Rising Dividends 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 Rising's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.7008 | |||
| Information Ratio | (0.04) | |||
| Maximum Drawdown | 2.59 | |||
| Value At Risk | (1.11) | |||
| Potential Upside | 0.9167 |
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Franklin Rising Dividends. 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 estimate. You can also try the Portfolio Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.