Franklin Real Estate Fund Quote

FREEX Fund  USD 16.98  0.08  0.47%   


0 of 100

Very Weak

Odds Of Distress

Less than 1

Very Small
Franklin Real is trading at 16.98 as of the 1st of December 2023; that is -0.47 percent decrease since the beginning of the trading day. The fund's open price was 17.06. Franklin Real has a very small chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for Franklin Real Estate are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 6th of November 2022 and ending today, the 1st of December 2023. Click here to learn more.
Normally, the fund invests at least 80 percent of its net assets in equity securities of companies operating in the real estate industry predominantly in the United States, including companies qualifying under federal tax law as real estate investment trusts and companies that derive at least half of their assets or revenues from the ownership, construction, management, operation, development or sale of commercial or residential real estate . More on Franklin Real Estate

Moving together with Franklin Mutual Fund

+0.93ORealty Income Corp Fiscal Quarter End 31st of December 2023 PairCorr
+0.84DXDynex Capital Sell-off TrendPairCorr
+0.77FRFirst Industrial Realty Fiscal Quarter End 31st of December 2023 PairCorr
+0.78HRHealthcare Realty Trust Fiscal Quarter End 31st of December 2023 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 Real's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Franklin Real or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Thematic IdeaRealty Funds (View all Themes)
Fund ConcentrationFranklin Templeton Investments Funds, Large Funds, Real Estate Funds, Realty Funds (View all Sectors)
Macroaxis Advice
The 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 Real's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong SellOvervalued
Update Date30th of September 2023
Expense Ratio Date1st of September 2022
Fiscal Year EndApril
Franklin Real Estate [FREEX] is traded in USA and was established 1st of December 2023. Franklin Real is listed under Franklin Templeton Investments category by Fama And French industry classification. The fund is listed under Real Estate category and is part of Franklin Templeton Investments family. The entity is thematically classified as Realty Funds. This fund currently has accumulated 341.23 M in assets under management (AUM) with no minimum investment requirementsFranklin Real Estate is currently producing year-to-date (YTD) return of 0.36% with the current yeild of 0.03%, while the total return for the last 3 years was 2.18%.
Check Franklin Real Probability Of Bankruptcy

Instrument Allocation

Top Franklin Real Estate Mutual Fund Constituents

VTRVentas IncStockReal Estate
AMTAmerican Tower CorpStockReal Estate
WYWeyerhaeuserStockReal Estate
WELLWelltowerStockReal Estate
VNOVornado Realty TrustStockReal Estate
UDRUDR IncStockReal Estate
SPGSimon Property GroupStockReal Estate
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Franklin Real Target Price Odds Analysis

Based on a normal probability distribution, the odds of Franklin Real jumping above the current price in 90 days from now is about 14.77%. The Franklin Real Estate probability density function shows the probability of Franklin Real mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Franklin Real has a beta of 0.0893. This usually indicates as returns on the market go up, Franklin Real average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Franklin Real Estate will be expected to be much smaller as well. Additionally, the company has an alpha of 0.0036, implying that it can generate a 0.003555 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 16.98HorizonTargetOdds Above 16.98
85.05%90 days
Based on a normal probability distribution, the odds of Franklin Real to move above the current price in 90 days from now is about 14.77 (This Franklin Real Estate probability density function shows the probability of Franklin Mutual Fund to fall within a particular range of prices over 90 days) .

Franklin Real Estate Risk Profiles

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

Franklin Real Against Markets

Picking the right benchmark for Franklin Real 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 Real 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 Real is critical whether you are bullish or bearish towards Franklin Real Estate at a given time. Please also check how Franklin Real'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 Real 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.

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How to buy Franklin Mutual Fund?

Before investing in Franklin Real, 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 Real. To buy Franklin Real fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Franklin Real. 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 Real fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Franklin Real Estate 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 Real Estate 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 Real Estate, 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 Real Estate?

The danger of trading Franklin Real Estate 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 Real 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 Real. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Franklin Real Estate 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 Real Estate. 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 banks.
Note that the Franklin Real Estate information on this page should be used as a complementary analysis to other Franklin Real'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 Financial Widgets module to easily integrated Macroaxis content with over 30 different plug-and-play financial widgets.

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