Franklin Mutual Fund Quote

FEIQX -  USA Fund  

USD 31.06  0.64  2.02%

Franklin Equity is trading at 31.06 as of the 26th of September 2021; that is -2.02 percent decrease since the beginning of the trading day. The fund's open price was 31.7. Franklin Equity has a very small chance of experiencing financial distress in the next few years but had a somewhat weak performance during the last 90 days. Equity ratings for Franklin Equity Income are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of July 2021 and ending today, the 26th of September 2021. Click here to learn more.
 Market Performance
2 of 100
  Odds Of Distress
Less than 3

Franklin Equity Mutual Fund Profile

The investment seeks to maximize total return by emphasizing high current income and long-term capital appreciation, consistent with reasonable risk. Franklin Equity is traded on NASDAQ Exchange in the United States. more on Franklin Equity
Latest headline from NASDAQFEIQX Equity Income Fd Cl R6Franklin Investors Securities Trust Dividend Announcement 0.1758 per share - Dividend Investor
The fund retains 83.66% of its assets under management (AUM) in equities
Legal NameFranklin Equity Income
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Franklin Equity's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong BuyUndervalued
Beta In Three Year0.91
Startdate30th of September 2005
Franklin Equity Income [FEIQX] is traded in USA and was established 26th of September 2021. The fund is listed under Large Value category and is part of Franklin Templeton Investments family. Franklin Equity Income currently has accumulated 3.36 B in assets under management (AUM) with minimum initial investment of 1000 K. , while the total return for the last 3 years was 5.88%.
Check Franklin Equity 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 Equity , and the less return is expected.

Top Franklin Equity Income Constituents

Franklin Equity Target Price Odds Analysis

What are Franklin Equity's target price odds to finish over the current price? Based on a normal probability distribution, the odds of Franklin Equity jumping above the current price in 90 days from now is about 75.64%. The Franklin Equity Income probability density function shows the probability of Franklin Equity mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Franklin Equity has a beta of 0.0188. This usually indicates as returns on the market go up, Franklin Equity average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Franklin Equity Income will be expected to be much smaller as well. Additionally, the company has an alpha of 0.048, implying that it can generate a 0.048 percent excess return over DOW after adjusting for the inherited market risk (beta).
 Odds Down 31.06HorizonTargetOdds Up 31.06 
23.91%90 days
Based on a normal probability distribution, the odds of Franklin Equity to move above the current price in 90 days from now is about 75.64 (This Franklin Equity Income probability density function shows the probability of Franklin Mutual Fund to fall within a particular range of prices over 90 days) .

Franklin Equity Income Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Franklin Equity market risk premium is the additional return an investor will receive from holding Franklin Equity 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 Equity. 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 Equity's alpha and beta are two of the key measurements used to evaluate Franklin Equity's performance over the market, the standard measures of volatility play an important role as well.

Franklin Equity Against Markets

Picking the right benchmark for Franklin Equity 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 Equity 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 Equity is critical whether you are bullish or bearish towards Franklin Equity Income at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Franklin Equity without increasing your portfolio risk or giving up 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.

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Please check Investing Opportunities. Note that the Franklin Equity Income information on this page should be used as a complementary analysis to other Franklin Equity'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 Bond Directory module to find actively traded corporate debentures issued by US companies.

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