Franklin Balance Sheet Fund Manager Performance Evaluation
| FRBSX Fund | USD 39.06 0.22 0.56% |
The fund shows a Beta (market volatility) of 0.13, which means not very significant fluctuations relative to the market. As returns on the market increase, Franklin Balance's returns are expected to increase less than the market. However, during the bear market, the loss of holding Franklin Balance is expected to be smaller as well.
Risk-Adjusted Performance
9 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Franklin Balance Sheet are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Franklin Balance is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Franklin Mutual U.S. Mid Cap Value Fund Q3 2024 Commentary - Seeking Alpha | 11/26/2024 |
| Expense Ratio Date | 1st of March 2023 | |
| Expense Ratio | 0.9000 |
Franklin |
Franklin Balance Relative Risk vs. Return Landscape
If you would invest 3,692 in Franklin Balance Sheet on September 12, 2024 and sell it today you would earn a total of 214.00 from holding Franklin Balance Sheet or generate 5.8% return on investment over 90 days. Franklin Balance Sheet is currently producing 0.0925% returns and takes up 0.7796% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Franklin, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Franklin Balance Current Valuation
Fairly Valued
Today
Please note that Franklin Balance's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Franklin Balance Sheet shows a prevailing Real Value of $39.0 per share. The current price of the fund is $39.06. We determine the value of Franklin Balance Sheet from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Franklin Balance is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Franklin Mutual Fund. However, Franklin Balance's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 39.06 | Real 39.0 | Hype 39.05 | Naive 38.56 |
The intrinsic value of Franklin Balance's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Franklin Balance's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Franklin Balance Sheet helps investors to forecast how Franklin mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Franklin Balance more accurately as focusing exclusively on Franklin Balance's fundamentals will not take into account other important factors: Franklin Balance Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Franklin Balance's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Franklin Balance Sheet, and traders can use it to determine the average amount a Franklin Balance's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1186
| Best Portfolio | Best Equity | |||
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| Cash | FRBSX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.78 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.09 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average Franklin Balance is performing at about 9% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Franklin Balance by adding it to a well-diversified portfolio.
Franklin Balance Fundamentals Growth
Franklin Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Franklin Balance, and Franklin Balance fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Franklin Mutual Fund performance.
| Price To Earning | 14.92 X | |||
| Price To Book | 1.08 X | |||
| Price To Sales | 0.85 X | |||
| Total Asset | 682.58 M | |||
About Franklin Balance Performance
Evaluating Franklin Balance's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Franklin Balance has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Franklin Balance has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Under normal market conditions, the fund invests at least 80 percent of its net assets in U.S. mid cap securities. Under normal market conditions, it invests primarily in equity securities of U.S. companies that the investment manager believes are available at market prices less than their value based on certain recognized or objective criteria .Things to note about Franklin Balance Sheet performance evaluation
Checking the ongoing alerts about Franklin Balance for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Franklin Balance Sheet help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Franklin Mutual U.S. Mid Cap Value Fund Q3 2024 Commentary - Seeking Alpha | |
| The fund retains 96.4% of its assets under management (AUM) in equities |
- Analyzing Franklin Balance's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Franklin Balance's stock is overvalued or undervalued compared to its peers.
- Examining Franklin Balance's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Franklin Balance's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Franklin Balance's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Franklin Balance's mutual fund. These opinions can provide insight into Franklin Balance's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Franklin Mutual Fund
Franklin Balance 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 Balance security.
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