Franklin Equity Financials
| FREIX Fund | USD 30.49 0.56 1.80% |
Franklin |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Franklin Equity Fund Summary
Franklin Equity competes with Franklin Mutual, Franklin Mutual, Franklin Mutual, Templeton Foreign, and Templeton Foreign. The fund normally invests at least 80 percent of its net assets in equity securities, including securities convertible into common stocks. It generally invests predominantly in common stocks, and the remainder of its assets in other equity-related instruments such as convertible securities and equity-linked notes . The fund may invest in foreign securities, but does not currently anticipate investing more than 15 percent of its total assets in securities of issuers domiciled outside the United States.Specialization | Large Value, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Franklin Investors Securities |
| Mutual Fund Family | Franklin Templeton Investments |
| Mutual Fund Category | Large Value |
| Benchmark | Dow Jones Industrial |
| Phone | 800 342 5236 |
| Currency | USD - US Dollar |
Franklin Equity Key Financial Ratios
Franklin Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Franklin Equity's current stock value. Our valuation model uses many indicators to compare Franklin Equity value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Franklin Equity competition to find correlations between indicators driving Franklin Equity's intrinsic value. More Info.Franklin Equity Income is one of the top funds in price to earning among similar funds. It also is one of the top funds in price to book among similar funds fabricating about 0.14 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Franklin Equity Income is roughly 7.18 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Franklin Equity's earnings, one of the primary drivers of an investment's value.Franklin Equity Income Systematic Risk
Franklin Equity's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Franklin Equity volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fifty with a total number of output elements of eleven. The Beta measures systematic risk based on how returns on Franklin Equity Income correlated with the market. If Beta is less than 0 Franklin Equity generally moves in the opposite direction as compared to the market. If Franklin Equity Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Franklin Equity Income is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Franklin Equity is generally in the same direction as the market. If Beta > 1 Franklin Equity moves generally in the same direction as, but more than the movement of the benchmark.
Franklin Equity March 15, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Franklin Equity help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Franklin Equity Income. We use our internally-developed statistical techniques to arrive at the intrinsic value of Franklin Equity Income based on widely used predictive technical indicators. In general, we focus on analyzing Franklin Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Franklin Equity's daily price indicators and compare them against related drivers.
| Information Ratio | (0.11) | |||
| Maximum Drawdown | 6.62 | |||
| Value At Risk | (1.83) | |||
| Potential Upside | 1.01 |
Other Information on Investing in Franklin Mutual Fund
Franklin Equity financial ratios help investors to determine whether Franklin Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Franklin with respect to the benefits of owning Franklin Equity security.
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