Franklin Mutual Fund Buy Hold or Sell Recommendation

FEIQX -  USA Fund  

USD 33.04  0.19  0.58%

Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Franklin Equity Income is 'Strong Hold'. Macroaxis provides Franklin Equity buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding FEIQX positions. The advice algorithm takes into account all of Franklin Equity'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 Equity's buy-and-hold perspective. Please check Franklin Equity 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 Equity Income.

Execute Franklin Equity 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 Equity Income. Macroaxis does not own or have any residual interests in Franklin Equity Income or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Franklin Equity's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Franklin EquityBuy Franklin Equity
Strong Hold

Volatility

Very steadyDetails

Hype Condition

Low keyDetails

Current Valuation

Fairly ValuedDetails

Odds of Distress

Very SmallDetails

Economic Sensitivity

Follows the market closelyDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Franklin Equity Income has a Risk Adjusted Performance of 0.0826, Jensen Alpha of 0.0422, Total Risk Alpha of 0.0413, Sortino Ratio of 0.055 and Treynor Ratio of 0.0751
Our advice module can be used to complement Franklin Equity investment recommendation provided by average analyst sentiment. It analyzes the fund's potential to grow using fundamental, technical, data market data available at the time. Please use Franklin Equity number of employees and net asset to make buy, hold, or sell decision on Franklin Equity Income.

Franklin Equity Trading Alerts and Improvement Suggestions

Franklin Equity is unlikely to experience financial distress in the next 2 years
The fund retains 83.66% of its assets under management (AUM) in equities

Franklin Equity Returns Distribution Density

The distribution of Franklin Equity's historical returns is an attempt to chart the future uncertainty of Franklin Equity's future price movements. The chart of the probability distribution of Franklin Equity stock daily returns describes the distribution of returns around its average expected value. We use Franklin Equity Income price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Franklin Equity returns is essential to provide solid investment advice for Franklin Equity stock.
Mean Return0.08Value At Risk-1.06
Potential Upside1.11Standard Deviation0.67
 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 Equity 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 Equity 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 Equity 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 Equity 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
0.042151
β
Beta against DOW0.88
σ
Overall volatility
0.67
Ir
Information ratio 0.06

Franklin Equity Volatility Alert

Franklin Equity Income exhibits relatively low volatility with skewness of -0.28 and kurtosis of 0.33. However, we advice investors to further investigate Franklin Equity Income to ensure all market statistics is disseminated and is consistent with investors' estimations about Franklin Equity upside potential. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Franklin Equity'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 Equity'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 Equity Fundamentals Vs Peers

Comparing Franklin Equity'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 Equity's direct or indirect competition across all of the common fundamentals between Franklin Equity and the related equities. This way, we can detect undervalued stocks with similar characteristics as Franklin Equity or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Franklin Equity's fundamental indicators could also be used in its relative valuation, which is a method of valuing Franklin Equity by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Franklin Equity to competition
FundamentalsFranklin EquityPeer Average
One Year Return2.71 %4.15 %
Three Year Return5.88 %3.60 %
Five Year Return6.44 %3.24 %
Ten Year Return10.28 %1.79 %
Net Asset3.36 B4.11 B
Minimum Initial Investment1000 K976.16 K
Last Dividend Paid0.160.65
Cash Position Weight1.46 %10.61 %
Equity Positions Weight83.66 %63.90 %
Bond Positions Weight0.65 %11.24 %

About Franklin Equity Buy or Sell Advice

When is the right time to buy or sell Franklin Equity 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 Equity 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 Equity 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.

Did You Try This Idea?

Run Manufacturing Thematic Idea Now

Manufacturing
Manufacturing Theme
Companies that provide goods across residential, commercial and industrial construction such as machinery, tools, or lumber production. Manufacturing theme has 20 constituents.
View All  Next Launch Manufacturing
Please check Franklin Equity 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 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 ETF Directory module to find actively traded Exchange Traded Funds (ETF) from around the world.

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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.