Templeton Mutual Fund Buy Hold or Sell Recommendation

FCGBX -  USA Fund  

USD 2.65  0.01  0.38%

Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Templeton Global Balanced is 'Cautious Hold'. Macroaxis provides Templeton Global buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding FCGBX positions. The advice algorithm takes into account all of Templeton Global's available fundamental, technical, and predictive indicators you will find on this site.

Templeton Advice 

 
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The advice is provided from Templeton Global's buy-and-hold perspective. Please check Templeton Global Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. We conduct extensive research on individual funds such as Templeton and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards Templeton Global Balanced.

Execute Templeton Global Buy or Sell Advice

The Templeton recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Templeton Global Balanced. Macroaxis does not own or have any residual interests in Templeton Global Balanced or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Templeton Global's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Templeton GlobalBuy Templeton Global
Cautious Hold

Volatility

Somewhat reliableDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds of Distress

Very SmallDetails

Economic Sensitivity

Moves indifferently to market movesDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Templeton Global Balanced has a Mean Deviation of 0.4861, Standard Deviation of 0.6598 and Variance of 0.4353
We provide advice to complement the current expert consensus on Templeton Global. Our dynamic recommendation engine harnesses a multidimensional algorithm to analyze the entity's potential to grow using all technical and fundamental data available at the time. Use Templeton Global one year return and minimum initial investment to ensure your buy or sell decision on Templeton Global Balanced is adequate.

Templeton Global Trading Alerts and Improvement Suggestions

Templeton Global generated a negative expected return over the last 90 days
Templeton Global is unlikely to experience financial distress in the next 2 years
Templeton Global Balanced generated five year return of -3.0%
This fund retains about 18.04% of its assets under management (AUM) in cash

Templeton Global Returns Distribution Density

The distribution of Templeton Global's historical returns is an attempt to chart the future uncertainty of Templeton Global's future price movements. The chart of the probability distribution of Templeton Global stock daily returns describes the distribution of returns around its average expected value. We use Templeton Global Balanced price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Templeton Global returns is essential to provide solid investment advice for Templeton Global stock.
Mean Return-0.1Value At Risk-1.12
Potential Upside1.12Standard Deviation0.66
 Return Density 
      Distribution 
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Templeton Global historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Templeton Global Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Templeton Global or Franklin Templeton Investments sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Templeton Global stock's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Templeton stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over DOW
-0.11
β
Beta against DOW-0.04
σ
Overall volatility
0.68
Ir
Information ratio -0.07

Templeton Global Volatility Alert

Templeton Global Balanced exhibits very low volatility with skewness of -0.11 and kurtosis of 1.3. However, we advise investors to further study Templeton Global Balanced technical indicators to make sure all market info is available and is reliable. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Templeton Global's mutual fund risk against market volatility during both bullying and bearish trends. The higher level of volatility that comes with bear markets can directly impact Templeton Global's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.

Templeton Global Implied Volatility

Templeton Global's implied volatility exposes the market's sentiment of Templeton Global Balanced stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Templeton Global's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Templeton Global stock will not fluctuate a lot when Templeton Global's options are near their expiration.

Templeton Global Fundamentals Vs Peers

Comparing Templeton Global's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Templeton Global's direct or indirect competition across all of the common fundamentals between Templeton Global and the related equities. This way, we can detect undervalued stocks with similar characteristics as Templeton Global or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Templeton Global's fundamental indicators could also be used in its relative valuation, which is a method of valuing Templeton Global by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Templeton Global to competition
FundamentalsTempleton GlobalPeer Average
Price to Earning14.01 X6.53 X
Price to Book1.40 X0.74 X
Price to Sales0.86 X0.61 X
One Year Return(8.52) %4.15 %
Three Year Return(4.94) %3.60 %
Five Year Return(2.58) %3.24 %
Ten Year Return3.16 %1.79 %
Net Asset690.99 M4.11 B
Minimum Initial Investment1 K976.16 K
Last Dividend Paid0.010.65
Cash Position Weight18.04 %10.61 %
Equity Positions Weight54.17 %63.90 %
Bond Positions Weight27.58 %11.24 %

About Templeton Global Buy or Sell Advice

When is the right time to buy or sell Templeton Global Balanced? Buying financial instruments such as Templeton Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the stock market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Although Templeton Global investors may find it confusing at the beginning, most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having Templeton Global in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Please check Templeton Global Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note that the Templeton Global Balanced information on this page should be used as a complementary analysis to other Templeton Global'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 Shere Portfolio module to track or share privately all of your investments from the convenience of any device.

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Please note, there is a significant difference between Templeton Global's value and its price as these two are different measures arrived at by different means. Investors typically determine Templeton Global value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Templeton Global'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.