Franklin Floating Rate Fund Minimum Initial Investment
| IE00B000C709 | USD 17.79 0.02 0.11% |
Franklin Floating Rate fundamentals help investors to digest information that contributes to Franklin Floating's financial success or failures. It also enables traders to predict the movement of Franklin Fund. The fundamental analysis module provides a way to measure Franklin Floating's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Franklin Floating fund.
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Franklin Floating Rate Fund Minimum Initial Investment Analysis
Franklin Floating's Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
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Minimum Initial Investment | = | First Fund Deposit |
Current Franklin Floating Minimum Initial Investment | 5 K |
Most of Franklin Floating's fundamental indicators, such as Minimum Initial Investment, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Franklin Floating Rate is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.
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Based on the recorded statements, Franklin Floating Rate has a Minimum Initial Investment of 5 K. This is much higher than that of the Franklin Templeton International Services S.à r.l. family and significantly higher than that of the Other Bond category. The minimum initial investment for all Ireland funds is notably lower than that of the firm.
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Fund Asset Allocation for Franklin Floating
The fund consists of 85.17% investments in fixed income securities, with the rest of funds allocated in stocks, cash and various exotic instruments.Asset allocation divides Franklin Floating's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Franklin Fundamentals
| Price To Book | 19.32 X | |||
| Price To Sales | 0.10 X | |||
| One Year Return | (3.81) % | |||
| Three Year Return | 1.47 % | |||
| Five Year Return | 3.88 % | |||
| Ten Year Return | 2.49 % | |||
| Net Asset | 1.82 B | |||
| Minimum Initial Investment | 5 K | |||
| Cash Position Weight | 8.19 % | |||
| Equity Positions Weight | 0.76 % | |||
| Bond Positions Weight | 85.17 % |
About Franklin Floating Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Franklin Floating Rate's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Franklin Floating using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Franklin Floating Rate based on its fundamental data. In general, a quantitative approach, as applied to this fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Try AI Portfolio ArchitectCheck out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Franklin Floating Rate. Also, note that the market value of any fund could be tightly coupled with the direction of predictive economic indicators such as signals in bureau of labor statistics. Note that the Franklin Floating Rate information on this page should be used as a complementary analysis to other Franklin Floating'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 Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.