FRANKLIN Mutual Fund Quote

Mutual Funds . USA . 
Fund . FRANKLIN STRATEGIC MORTGAGE
FSMFX Fund  USD 7.93  0.03  0.38%   

Market Performance

4 of 100

Odds Of Distress

Less than 33

FRANKLIN STRATEGIC is trading at 7.93 as of the 1st of April 2023; that is 0.38 percent up since the beginning of the trading day. The fund's open price was 7.9. FRANKLIN STRATEGIC has about a 33 percent probability of financial distress in the next few years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for FRANKLIN STRATEGIC MORTGAGE are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 2nd of March 2023 and ending today, the 1st of April 2023. Click here to learn more.
CUSIP
35471H207
ISIN
US35471H2076
Fiscal Year End
September
The fund invests at least 80 percent of its net assets in mortgage securities. Franklin Strategic is traded on NASDAQ Exchange in the United States. More on FRANKLIN STRATEGIC MORTGAGE

Moving together with FRANKLIN STRATEGIC

+0.81MWTIXMETROPOLITAN WEST TOTALPairCorr
+0.8DODIXDODGE COX INCOMEPairCorr
+0.75PTTRXTOTAL RETURN FUNDPairCorr
+0.82MWTNXMETROPOLITAN WEST TOTALPairCorr
+0.77MWTSXMETROPOLITAN WEST TOTALPairCorr
+0.82MWTRXMETROPOLITAN WEST TOTALPairCorr
+0.82MWTTXMetropolitan West TotalPairCorr

FRANKLIN STRATEGIC 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 STRATEGIC's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding FRANKLIN STRATEGIC or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fama & French Classification
FRANKLIN STRATEGIC MORTGAGE
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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 STRATEGIC's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Cautious HoldFairly Valued
Startdate31st of December 2001
FRANKLIN STRATEGIC MORTGAGE [FSMFX] is traded in USA and was established 1st of April 2023. The fund is listed under Intermediate Core-Plus Bond category and is part of Franklin Templeton Investments family. FRANKLIN STRATEGIC currently has accumulated 43.15 M in assets under management (AUM) with no minimum investment requirements, while the total return for the last 3 years was 2.82%.
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Top FRANKLIN STRATEGIC MORTGAGE Mutual Fund Constituents

INFXXInstitutional Fiduciary TrustMoney Market FundUS Money Market Fund
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FRANKLIN STRATEGIC Target Price Odds Analysis

Based on a normal probability distribution, the odds of FRANKLIN STRATEGIC jumping above the current price in 90 days from now is about 34.05%. The FRANKLIN STRATEGIC MORTGAGE probability density function shows the probability of FRANKLIN STRATEGIC mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon FRANKLIN STRATEGIC has a beta of 0.0627. This usually indicates as returns on the market go up, FRANKLIN STRATEGIC average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding FRANKLIN STRATEGIC MORTGAGE will be expected to be much smaller as well. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. FRANKLIN STRATEGIC is significantly underperforming NYSE Composite.
  Odds Below 7.93HorizonTargetOdds Above 7.93
65.17%90 days
 7.93 
34.05%
Based on a normal probability distribution, the odds of FRANKLIN STRATEGIC to move above the current price in 90 days from now is about 34.05 (This FRANKLIN STRATEGIC MORTGAGE probability density function shows the probability of FRANKLIN Mutual Fund to fall within a particular range of prices over 90 days) .

FRANKLIN STRATEGIC Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. FRANKLIN STRATEGIC market risk premium is the additional return an investor will receive from holding FRANKLIN STRATEGIC 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 STRATEGIC. 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 STRATEGIC's alpha and beta are two of the key measurements used to evaluate FRANKLIN STRATEGIC's performance over the market, the standard measures of volatility play an important role as well.
Mean Deviation0.4245
Semi Deviation0.4375
Standard Deviation0.5273
Variance0.2781

FRANKLIN STRATEGIC Against Markets

Picking the right benchmark for FRANKLIN STRATEGIC 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 STRATEGIC 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 STRATEGIC is critical whether you are bullish or bearish towards FRANKLIN STRATEGIC MORTGAGE at a given time.
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Our tools can tell you how much better you can do entering a position in FRANKLIN STRATEGIC 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 STRATEGIC, 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 STRATEGIC. To buy FRANKLIN STRATEGIC fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of FRANKLIN STRATEGIC. 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 STRATEGIC fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located FRANKLIN STRATEGIC MORTGAGE 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 STRATEGIC MORTGAGE 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 STRATEGIC MORTGAGE, 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, 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. 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 STRATEGIC MORTGAGE?

The danger of trading FRANKLIN STRATEGIC MORTGAGE 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 STRATEGIC 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 STRATEGIC. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile FRANKLIN STRATEGIC 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. Note that the FRANKLIN STRATEGIC information on this page should be used as a complementary analysis to other FRANKLIN STRATEGIC'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 Risk-Return Analysis module to view associations between returns expected from investment and the risk you assume.

Complementary Tools for FRANKLIN Mutual Fund analysis

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