Franklin Mutual Fund Analysis

FEIQX -  USA Fund  

USD 31.77  0.06  0.19%

The current indifference towards the small price fluctuations of Franklin Equity Income could raise concerns from investors as the entity it trading at a share price of 31.77 on slow start in volume. The fund administrators and managers did not add any value to Franklin Equity investors in August. However, most investors can still diversify their portfolios with Franklin Equity Income to hedge their inherited risk against high-volatility market scenarios. The fund standard deviation of daily returns for 90 days investing horizon is currently 0.57. The very small Fund volatility is a good signal to investors with longer-term investment horizons.
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The Franklin Equity mutual fund analysis report makes it easy to digest most publicly released information about Franklin Equity and get updates on important government artifacts, including earning estimates, SEC corporate filings, and announcements. Franklin Mutual Fund analysis module also helps to analyze the Franklin Equity price relationship with some important fundamental indicators such as market cap and management efficiency.

Franklin Mutual Fund Analysis Notes

The fund generated returns of 6.0% over the last ten years. Franklin Equity Income retains 83.66% of assets under management (AUM) in equities. This fund last dividend was 0.16 per share. To learn more about Franklin Equity Income call the company at 800-342-5236.

Franklin Equity Income Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. Franklin Equity's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding Franklin Equity Income or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
Franklin Equity is unlikely to experience financial distress in the next 2 years
Latest headline from www.dividendinvestor.com: NASDAQFEIQX Equity Income Fd Cl R6Franklin Investors Securities Trust Dividend Announcement 0.1758 per share - Dividend Investor
The fund retains 83.66% of its assets under management (AUM) in equities

Management Efficiency

Franklin Equity management efficiency ratios could be used to measure how well the company manages its routine affairs as well as how well it operates its assets and liabilities.

Top Mutual Fund Constituents

Information
Ratio
Value
At Risk
PFE
Pfizer Inc 0.11 (2.20) 
USB
US Bancorp 0.0017 (2.43) 
NEE
Nextera Energy 0.13 (1.67) 
VZ
Verizon Communications(0.14) (1.10) 
UPS
United Parcel Service(0.05) (1.73) 
TGT
Target Corp 0.06 (1.46) 
TFC
Truist Financial Corp(0.0078) (2.85) 
RTX
Raytheon Technologies Corp(0.06) (2.44) 
PG
Procter Gamble 0.15 (1.06) 
PEP
Pepsico 0.06 (1.54) 
BAC
Bank Of America(0.0152) (2.61) 
MSFT
Microsoft Corp 0.20 (0.99) 
MS
Morgan Stanley 0.08 (2.39) 
MRK
Merck Company(0.14) (1.46) 
MDT
Medtronic 0.0365 (1.72) 
KO
Coca-Cola(0.038) (1.36) 
JPM
JP Morgan Chase 0.0085 (2.28) 
JNJ
Johnson Johnson(0.0254) (1.34) 
DUK
Duke Energy Corp(0.0474) (1.72) 
CVX
Chevron Corp(0.12) (2.70) 

Technical Drivers

As of the 21st of September, Franklin Equity shows the Mean Deviation of 0.4987, downside deviation of 0.6721, and Semi Deviation of 0.6012. Franklin Equity Income technical analysis allows you to utilize historical prices and volume patterns in order to determine a pattern that computes the direction of the entity's future prices. Put another way, you can use this information to find out if the entity will indeed mirror its model of historical prices and volume momentum, or the prices will eventually revert. We were able to break down and collect data for nineteen technical drivers for Franklin Equity Income, which can be compared to its rivals. Please confirm Franklin Equity Income standard deviation, as well as the relationship between the value at risk and kurtosis to decide if Franklin Equity Income is priced favorably, providing market reflects its regular price of 31.77 per share.

Franklin Equity Income Price Movement Analysis

The output start index for this execution was three with a total number of output elements of fifty-eight. The Moving Average is predictive technique used to analyze Franklin Equity Income price data points by creating a series of averages of different subsets of Franklin Equity entire price series. View also all equity analysis or get more info about all moving average overlap studies indicator.

Franklin Equity Technical and Predictive Indicators

Franklin Equity Forecast Models

Franklin Equity time-series forecasting models is one of many Franklin Equity's mutual fund analysis techniquest aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Franklin Equity's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the stock market movement and maximize returns from investment trading.

About Franklin Mutual Fund Analysis

Mutual Fund analysis is the technique used by a trader or investor to examine and evaluate how Franklin Equity stock is reacting to, or reflecting on a current stock market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Franklin shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas, a specific sector, or an individual stock such as Franklin Equity. By using and applying Franklin Mutual Fund analysis, traders can create a robust methodology for identifying Franklin entry and exit points for their positions.
The investment seeks to maximize total return by emphasizing high current income and long-term capital appreciation, consistent with reasonable risk. Franklin Equity is traded on NASDAQ Exchange in the United States.

Be your own money manager

As an investor, your ultimate goal is to build wealth. Optimizing your investment portfolio is an essential element in this goal. Using our stock analysis tools, you can find out how much better you can do when adding Franklin Equity to your portfolios without increasing risk or reducing expected return.

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Please check Investing Opportunities. 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 Global Markets Map module to get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes.

Complementary Tools for Franklin Mutual Fund analysis

When running Franklin Equity Income price analysis, check to measure Franklin Equity'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 Equity is operating at the current time. Most of Franklin Equity's value examination focuses on studying past and present price action to predict the probability of Franklin Equity's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Franklin Equity's price. Additionally, you may evaluate how the addition of Franklin Equity to your portfolios can decrease your overall portfolio volatility.
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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.