Franklin Income Bond Positions Weight vs. Equity Positions Weight
| FKINX Fund | USD 2.39 0.01 0.42% |
For Franklin Income profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Franklin Income to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Franklin Income Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Franklin Income's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Franklin Income Fund over time as well as its relative position and ranking within its peers.
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Franklin Income Equity Positions Weight vs. Bond Positions Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Franklin Income's current stock value. Our valuation model uses many indicators to compare Franklin Income value to that of its competitors to determine the firm's financial worth. Franklin Income Fund is rated # 3 fund in bond positions weight among similar funds. It is one of the top funds in equity positions weight among similar funds making about 4.12 of Equity Positions Weight per Bond Positions Weight. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Franklin Income's earnings, one of the primary drivers of an investment's value.Franklin Equity Positions Weight vs. Bond Positions Weight
Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Franklin Income |
| = | 6.32 % |
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Franklin Income |
| = | 26.03 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Franklin Equity Positions Weight Comparison
Franklin Income is currently under evaluation in equity positions weight among similar funds.
Franklin Income Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Franklin Income, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Franklin Income will eventually generate negative long term returns. The profitability progress is the general direction of Franklin Income's change in net profit over the period of time. It can combine multiple indicators of Franklin Income, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund invests in a diversified portfolio of debt and equity securities. The equity securities in which the fund invests consist primarily of common stocks. Debt securities include all varieties of fixed, floating and variable rate instruments, including secured and unsecured bonds, bonds convertible into common stock, senior floating rate and term loans, mortgage-backed securities and other asset-backed securities, debentures, and shorter term instruments. It may invest up to 100 percent of its total assets in debt securities that are rated below investment grade.
Franklin Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Franklin Income. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Franklin Income position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Franklin Income's important profitability drivers and their relationship over time.
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Use Investing Themes to Complement your Franklin Income position
In addition to having Franklin Income in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Sovereign ETFs theme has 17 constituents at this time.
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Other Information on Investing in Franklin Mutual Fund
To fully project Franklin Income's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Franklin Income at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Franklin Income's income statement, its balance sheet, and the statement of cash flows.
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