Weitz Investment Large Cap Equity Fund Added IDEX Corporation As It Trades at a Discount To The Business Value Estimates
| FSGAX Fund | USD 46.83 0.03 0.06% |
Slightly above 56% of Franklin Small's investor base is looking to short. The analysis of overall sentiment of trading Franklin Small Mid Cap mutual fund suggests that many investors are alarmed at this time. Franklin Small's investing sentiment can be driven by a variety of factors including economic data, Franklin Small's earnings reports, geopolitical events, and overall market trends.
Franklin |
Weitz Investment Management, an investment management firm, released its Large Cap Equity Fund third-quarter 2024 investor letter. A copy of the letter can be downloaded here. In the third quarter, the funds Institutional Class returned 7.84 percent compared to a 6.08 percent return for the Russell 1000 Index. As AI fever subsided, stock gains were widespread. Value
Read at finance.yahoo.com
 |
Franklin Small Fundamental Analysis
We analyze Franklin Small's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Franklin Small using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Franklin Small based on its fundamental data. In general, a quantitative approach, as applied to this mutual 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.
One Year Return
One Year Return Comparative Analysis
Franklin Small is currently under evaluation in one year return among similar funds. One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
Franklin Small Mid Potential Pair-trading
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Franklin Small mutual fund to make a market-neutral strategy. Peer analysis of Franklin Small could also be used in its relative valuation, which is a method of valuing Franklin Small by comparing valuation metrics with similar companies.
Peers
Franklin Small Related Equities
| TEDMX | Templeton Developing | 0.05 |
| ||
| TEMFX | Templeton Foreign | 0.26 |
| ||
| TEGRX | Templeton Growth | 0.35 |
| ||
| TEMGX | Templeton Global | 0.41 |
| ||
| TEBIX | Franklin Mutual | 0.43 |
| ||
| TEGBX | Templeton Global | 1.48 |
| ||
| TEDRX | Franklin Mutual | 2.17 |
| ||
| TEDSX | Franklin Mutual | 2.19 |
| ||
| TEFTX | Templeton Foreign | 2.51 |
|
Other Information on Investing in Franklin Mutual Fund
Franklin Small 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 Small security.
| Stock Screener Find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook. | |
| Options Analysis Analyze and evaluate options and option chains as a potential hedge for your portfolios | |
| Companies Directory Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals | |
| CEOs Directory Screen CEOs from public companies around the world |