Franklin Mutual Fund Buy Hold or Sell Recommendation

FCISX -  USA Fund  

USD 2.61  0.01  0.38%

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

Franklin Advice 

 
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The advice is provided from Franklin Income's buy-and-hold perspective. Please check Franklin Income 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 Franklin and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards Franklin Income.

Execute Franklin Income Buy or Sell Advice

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

Time Horizon

Risk Tolerance

Execute Advice
Sell Franklin IncomeBuy Franklin Income
Strong Hold

Volatility

Not too volatileDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds of Distress

Very SmallDetails

Economic Sensitivity

Slowly supersedes the marketDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Franklin Income has a Risk Adjusted Performance of 0.069, Jensen Alpha of 0.0099, Total Risk Alpha of (0.00026014), Sortino Ratio of (0.020651) and Treynor Ratio of 0.08
We provide trade advice to complement the prevailing expert consensus on Franklin Income. Our dynamic recommendation engine uses a multidimensional algorithm to analyze the fund's potential to grow using all technical and fundamental data available at the time. Use Franklin Income price to earning, one year return, as well as the relationship between the One Year Return and last dividend paid to ensure your buy or sell decision on Franklin Income is adequate.

Franklin Income Trading Alerts and Improvement Suggestions

Franklin Income is unlikely to experience financial distress in the next 2 years
The fund retains about 26.3% of its assets under management (AUM) in fixed income securities

Franklin Income Returns Distribution Density

The distribution of Franklin Income's historical returns is an attempt to chart the future uncertainty of Franklin Income's future price movements. The chart of the probability distribution of Franklin Income stock daily returns describes the distribution of returns around its average expected value. We use Franklin Income price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Franklin Income returns is essential to provide solid investment advice for Franklin Income stock.
Mean Return0.0486Value At Risk-0.79
Potential Upside0.80Standard Deviation0.53
 Return Density 
      Distribution 
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Franklin Income 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.

Franklin Income 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 Franklin Income 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 Franklin Income 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 Franklin 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
0.009936
β
Beta against DOW0.48
σ
Overall volatility
0.53
Ir
Information ratio -0.04

Franklin Income Volatility Alert

Franklin Income has relatively low volatility with skewness of -1.79 and kurtosis of 6.28. However, we advise all investors to independently investigate Franklin Income to ensure all accessible information is consistent with the expectations about its upside potential and future expected returns. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Franklin Income'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 Franklin Income'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.

Franklin Income Implied Volatility

Franklin Income's implied volatility exposes the market's sentiment of Franklin Income stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Franklin Income'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 Franklin Income stock will not fluctuate a lot when Franklin Income's options are near their expiration.

Franklin Income Fundamentals Vs Peers

Comparing Franklin Income'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 Franklin Income's direct or indirect competition across all of the common fundamentals between Franklin Income and the related equities. This way, we can detect undervalued stocks with similar characteristics as Franklin Income or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Franklin Income's fundamental indicators could also be used in its relative valuation, which is a method of valuing Franklin Income by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Franklin Income to competition
FundamentalsFranklin IncomePeer Average
Price to Earning3.99 X6.53 X
Price to Book1.71 X0.74 X
Price to Sales1.14 X0.61 X
One Year Return(3.38) %4.15 %
Three Year Return0.34 %3.60 %
Five Year Return1.74 %3.24 %
Ten Year Return5.52 %1.79 %
Net Asset72.9 B4.11 B
Minimum Initial Investment1 K976.16 K
Last Dividend Paid0.010.65
Cash Position Weight3.63 %10.61 %
Equity Positions Weight53.56 %63.90 %
Bond Positions Weight26.30 %11.24 %

About Franklin Income Buy or Sell Advice

When is the right time to buy or sell Franklin Income? Buying financial instruments such as Franklin 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 Franklin Income 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 Franklin Income 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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Retail Theme
Fama and French focuses on testing asset pricing under different economic assumptions. Retail theme has 61 constituents.
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Please check Franklin Income 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 Franklin Income information on this page should be used as a complementary analysis to other Franklin Income'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 Cryptocurrency Center module to build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency.

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