SPDR Portfolio SP 500 Value ETF Holdings Trimmed by Executive Wealth Management LLC
| FTMRX Fund | USD 15.74 0.10 0.63% |
Slightly above 61% of Franklin Moderate's investor base is looking to short. The analysis of overall sentiment of trading Franklin Moderate Allocation mutual fund suggests that many investors are alarmed at this time. Franklin Moderate's investing sentiment can be driven by a variety of factors including economic data, Franklin Moderate's earnings reports, geopolitical events, and overall market trends.
Franklin |
Executive Wealth Management LLC cut its holdings in SPDR Portfolio SP 500 Value ETF by 1.6 percent during the 3rd quarter, Holdings Channel.com reports. The fund owned 284,295 shares of the companys stock after selling 4,478 shares during the quarter. SPDR Portfolio SP 500 Value ETF accounts for about 1.9 percent of Executive
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Franklin Moderate Fundamental Analysis
We analyze Franklin Moderate's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Franklin Moderate using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Franklin Moderate 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 Moderate 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 Moderate 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 Moderate mutual fund to make a market-neutral strategy. Peer analysis of Franklin Moderate could also be used in its relative valuation, which is a method of valuing Franklin Moderate by comparing valuation metrics with similar companies.
Peers
Franklin Moderate Related Equities
| TFBIX | Maryland Tax-free | 0.20 | ||||
| NSIOX | Nuveen Strategic | 0.10 | ||||
| MDMTX | Blrc Sgy | 0.1 | ||||
| MNBCX | Pioneer Amt-free | 0.08 | ||||
| LCCMX | Leader Short-term | 0.00 | ||||
| BMBSX | Baird Quality | 0.09 | ||||
| BBINX | Bbh Intermediate | 0.1 | ||||
| ANAZX | Ab Global | 0.15 |
Other Information on Investing in Franklin Mutual Fund
Franklin Moderate 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 Moderate 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 | |
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals |