Franklin Biotechnology Discovery Fund Quote
| FBDIX Fund | USD 122.12 2.23 1.79% |
PerformanceVery Weak
| Odds Of DistressLow
|
Franklin Biotechnology is trading at 122.12 as of the 26th of March 2025; that is 1.79% down since the beginning of the trading day. The fund's open price was 124.35. Franklin Biotechnology has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 26th of December 2024 and ending today, the 26th of March 2025. Click here to learn more.
Under normal market conditions, the fund invests at least 80 percent of its net assets in securities of biotechnology companies and discovery research firms. The fund predominantly invests in equity securities. In addition to its investments in biotechnology companies, the fund may also invest up to 20 percent of its net assets in equity or debt securities of any type of issuer. More on Franklin Biotechnology Discovery
Franklin Mutual Fund Highlights
| Fund Concentration | Franklin Templeton Investments Funds, Large Funds, Health Funds, Health, Franklin Templeton Investments, Large, Health (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of September 2022 |
| Fiscal Year End | April |
Franklin Biotechnology Discovery [FBDIX] is traded in USA and was established 26th of March 2025. Franklin Biotechnology is listed under Franklin Templeton Investments category by Fama And French industry classification. The fund is listed under Health category and is part of Franklin Templeton Investments family. This fund currently has accumulated 804.12 M in assets under management (AUM) with no minimum investment requirementsFranklin Biotechnology is currently producing year-to-date (YTD) return of 2.52%, while the total return for the last 3 years was 7.22%.
Check Franklin Biotechnology Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Franklin Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Franklin Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Franklin Biotechnology Discovery Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Franklin Biotechnology Discovery Mutual Fund Constituents
| INCY | Incyte | Stock | Health Care | |
| NBIX | Neurocrine Biosciences | Stock | Health Care | |
| BMRN | Biomarin Pharmaceutical | Stock | Health Care | |
| VRTX | Vertex Pharmaceuticals | Stock | Health Care | |
| REGN | Regeneron Pharmaceuticals | Stock | Health Care | |
| PTCT | PTC Therapeutics | Stock | Health Care | |
| NVAX | Novavax | Stock | Health Care | |
| JAZZ | Jazz Pharmaceuticals PLC | Stock | Health Care |
Franklin Biotechnology Risk Profiles
| Mean Deviation | 1.14 | |||
| Standard Deviation | 1.66 | |||
| Variance | 2.76 | |||
| Risk Adjusted Performance | (0.08) |
Franklin Biotechnology Against Markets
Other Information on Investing in Franklin Mutual Fund
Franklin Biotechnology 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 Biotechnology security.
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance |