Franklin Dynatech Fund Quote
| FDTRX Fund | USD 185.75 1.52 0.81% |
Performance7 of 100
| Odds Of DistressLess than 20
|
Franklin Dynatech is trading at 185.75 as of the 28th of November 2024; that is 0.81% down since the beginning of the trading day. The fund's open price was 187.27. Franklin Dynatech has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Franklin Dynatech Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of June 2024 and ending today, the 28th of November 2024. Click here to learn more.
The fund invests primarily in equity securities of companies that the investment manager believes are leaders in innovation, take advantage of new technologies, have superior management, and benefit from new industry conditions in the dynamically changing global economy. More on Franklin Dynatech Fund
Moving against Franklin Mutual Fund
Franklin Mutual Fund Highlights
| Fund Concentration | Franklin Templeton Investments Funds, Large Growth Funds, Large Growth, Franklin Templeton Investments (View all Sectors) |
| Update Date | 30th of September 2024 |
Franklin Dynatech Fund [FDTRX] is traded in USA and was established 28th of November 2024. Franklin Dynatech is listed under Franklin Templeton Investments category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Franklin Templeton Investments family. This fund currently has accumulated 6.81 B in assets under management (AUM) with no minimum investment requirementsFranklin Dynatech is currently producing year-to-date (YTD) return of 31.03%, while the total return for the last 3 years was 2.52%.
Check Franklin Dynatech 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 Dynatech Fund 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 Dynatech Fund Mutual Fund Constituents
| AVGO | Broadcom | Stock | Information Technology | |
| ABT | Abbott Laboratories | Stock | Health Care | |
| WDAY | Workday | Stock | Information Technology | |
| EQIX | Equinix | Stock | Real Estate | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| ADBE | Adobe Systems Incorporated | Stock | Information Technology | |
| VEEV | Veeva Systems Class | Stock | Health Care | |
| V | Visa Class A | Stock | Financials |
Franklin Dynatech Top Holders
| FMTIX | Franklin Moderate Allocation | Mutual Fund | Allocation--50% to 70% Equity | |
| FTMTX | Franklin Moderate Allocation | Mutual Fund | Allocation--50% to 70% Equity | |
| FTMRX | Franklin Moderate Allocation | Mutual Fund | Allocation--50% to 70% Equity | |
| FTGTX | Franklin Growth Allocation | Mutual Fund | Allocation--70% to 85% Equity | |
| FTCZX | Franklin Servative Allocation | Mutual Fund | Allocation--30% to 50% Equity | |
| FTCRX | Franklin Servative Allocation | Mutual Fund | Allocation--30% to 50% Equity | |
| FTCIX | Franklin Servative Allocation | Mutual Fund | Allocation--30% to 50% Equity | |
| FTCCX | Franklin Servative Allocation | Mutual Fund | Allocation--30% to 50% Equity |
Franklin Dynatech Risk Profiles
| Mean Deviation | 0.9081 | |||
| Semi Deviation | 1.29 | |||
| Standard Deviation | 1.28 | |||
| Variance | 1.64 |
Franklin Dynatech Against Markets
Other Information on Investing in Franklin Mutual Fund
Franklin Dynatech 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 Dynatech security.
| 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 | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| ETFs Find actively traded Exchange Traded Funds (ETF) from around the world |