Franklin Templeton Competition

Mutual Funds . USA . 
Fund . Franklin Templeton Smacs
FQTHX Fund  USD 9.51  0.03  0.32%   
Franklin Templeton Smacs competes with Franklin Mutual, Templeton Developing, Franklin Mutual, Franklin Mutual, and Franklin Mutual; as well as few others. The fund is listed under Miscellaneous Fixed Income category and is part of Franklin Templeton Investments family. Analyzing Franklin Templeton competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Franklin Templeton to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Franklin Templeton Correlation with its peers.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Franklin Templeton competition on your existing holdings.
  
Specify up to 10 symbols:
Hype
Prediction
LowEstimatedHigh
9.239.519.79
Details
Intrinsic
Valuation
LowRealHigh
8.739.0110.46
Details
Naive
Forecast
LowNextHigh
9.229.509.78
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
9.389.459.53
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Franklin Templeton. Your research has to be compared to or analyzed against Franklin Templeton's peers to derive any actionable benefits. When done correctly, Franklin Templeton's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Franklin Templeton Smacs.

Franklin Templeton Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Franklin Templeton and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Franklin and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Franklin Templeton Smacs does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
TEDSX
+ 1.0
TEDIX
TEDRX
+ 1.0
TEDIX
TEDRX
+ 1.0
TEDSX
TEFTX
+ 1.0
TEFRX
TEMFX
+ 1.0
TEFRX
TEMFX
+ 1.0
TEFTX
  
High negative correlations   
TEGBX
- 0.35
TEBIX
TEMFX
- 0.17
TEBIX
TEFTX
- 0.17
TEBIX
TEFRX
- 0.16
TEBIX
TEGRX
- 0.05
TEGBX

Risk-Adjusted Indicators

There is a big difference between Franklin Mutual Fund performing well and Franklin Templeton Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Franklin Templeton's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
TEBIX  0.49 (0.06)(0.16) 0.04  0.57 
(0.51)
 0.84 
(1.01)
 2.80 
TEDMX  0.83 (0.05)(0.12) 0.01  0.97 
(1.03)
 1.84 
(2.00)
 6.20 
TEDIX  0.51 (0.08)(0.18) 0.01  0.66 
(0.50)
 0.88 
(1.05)
 2.77 
TEDSX  0.51 (0.08)(0.18) 0.00  0.66 
(0.49)
 0.88 
(1.05)
 2.76 
TEDRX  0.51 (0.08)(0.18) 0.01  0.66 
(0.50)
 0.87 
(1.08)
 2.76 
TEFRX  0.80 (0.14) 0.00 (0.17) 0.00 
 0.00 
 1.86 
(2.08)
 5.42 
TEFTX  0.82 (0.14) 0.00 (0.16) 0.00 
 0.00 
 1.82 
(2.10)
 5.46 
TEGBX  0.45 (0.13) 0.00 (0.88) 0.00 
 0.00 
 0.81 
(1.00)
 2.75 
TEGRX  0.56 (0.10)(0.17) 0.00  0.69 
(0.63)
 1.23 
(0.88)
 3.25 
TEMFX  0.81 (0.14) 0.00 (0.16) 0.00 
 0.00 
 1.81 
(2.14)
 5.45 
All Fundamental Data

Franklin Templeton Competitive Analysis

The better you understand Franklin Templeton competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Franklin Templeton's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Franklin Templeton's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
FQTHX TEBIX TEDMX TEDIX TEDSX TEDRX TEFRX TEFTX TEGBX TEGRX
 0.32 
 9.51 
Franklin
 0.40 
 17.51 
Franklin
 0.05 
 19.49 
Templeton
 0.50 
 32.17 
Franklin
 0.50 
 32.21 
Franklin
 0.51 
 31.52 
Franklin
 0.38 
 7.96 
Templeton
 0.49 
 8.16 
Templeton
 0.58 
 6.89 
Templeton
 0.62 
 27.58 
Templeton
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Not too volatile
Not too volatile
Very steady
Very steady
Market Performance
(90 Days Performance)
OK
Modest
Insignificant
Weak
Weak
Weak
Very Weak
Very Weak
Very Weak
Insignificant
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Low
Low
Low
Low
Low
Low
Low
Current Valuation
(Equity Enterprise Value)
Over Valued
Fairly Valued
Fairly Valued
Over Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Strong Sell
Strong Hold
Cautious Hold
Strong Hold
Strong Hold
Strong Hold
Hold
Hold
Sell
Strong Hold
Net Asset
2.81 M
3 B
1.09 B
8.95 B
8.95 B
19.15 B
6.51 B
2.76 B
5.24 B
13.71 B
Price To Book
N/A
1.58
1.78
1.35
1.35
1.35
1.03
0.96
N/A
1.11
Five Year Return
2.71
7.38
2.85
7.73
6.97
7.47
4.55
4.21
-4.41
5.56
One Year Return
14.42
19.03
13.23
14.11
13.5
13.84
6.78
6.64
-2.56
15.55
Last Dividend Paid
0.03
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.04
N/A
Price To Earning
N/A
17.15
14.88
15.88
15.88
15.88
12.99
11.85
N/A
5.12
Price To Sales
N/A
1.51
1.33
1.13
1.13
1.13
0.76
0.71
N/A
0.81
Cash Position Weight
2.7
-0.3
2.8
0.28
0.28
0.28
1.53
1.53
28.55
1.48
Equity Positions Weight
N/A
100.2
97.2
99.17
99.17
99.17
98.47
98.47
N/A
98.52
Three Year Return
0.79
5.22
-2.02
7.63
7.0
7.36
4.19
4.03
-4.27
4.87
Annual Yield
9.0E-4
0.0158
0.0349
0.0138
0.0051
0.0117
0.0218
0.0148
0.0049
0.0101
Year To Date Return
8.4
13.31
9.77
8.07
8.28
7.84
0.26
1.12
1.99
8.37
Bond Positions Weight
97.3
N/A
N/A
N/A
N/A
N/A
N/A
N/A
55.19
N/A
Ten Year Return
N/A
7.5
2.62
5.31
4.55
5.07
2.6
2.08
2.19
5.42
Day Typical Price
9.51
17.51
19.49
32.17
32.21
31.52
7.96
8.16
6.89
27.58
Daily Balance Of Power
9.2 T
9.2 T
9.2 T
9.2 T
9.2 T
9.2 T
9.2 T
9.2 T
9.2 T
9.2 T
Period Momentum Indicator
0.03
0.07
0.01
0.16
0.16
0.16
0.03
0.04
0.04
0.17
Rate Of Daily Change
1.0
1.0
1.0
1.0
1.0
1.01
1.0
1.0
1.01
1.01
Day Median Price
9.51
17.51
19.49
32.17
32.21
31.52
7.96
8.16
6.89
27.58
Price Action Indicator
0.015
0.035
0.005
0.08
0.08
0.08
0.015
0.02
0.02
0.085
Relative Strength Index
51.53
63.29
46.08
51.97
51.71
51.95
38.47
38.59
42.25
57.35
Coefficient Of Variation
719.16
1709.88
7269.35
4429.13
5533.31
4661.88
(1,575)
(1,600)
(533.62)
6307.96
Mean Deviation
0.1746
0.4876
0.8334
0.5119
0.511
0.5107
0.8027
0.8174
0.4537
0.5603
Jensen Alpha
0.0417
(0.06)
(0.05)
(0.08)
(0.08)
(0.08)
(0.14)
(0.14)
(0.13)
(0.1)
Total Risk Alpha
(0.02)
(0.07)
(0.19)
(0.10)
(0.10)
(0.10)
(0.25)
(0.26)
(0.21)
(0.12)
Sortino Ratio
(0.21)
(0.16)
(0.12)
(0.18)
(0.18)
(0.18)
N/A
N/A
N/A
(0.17)
Downside Variance
0.2218
0.3971
1.11
0.4805
0.4837
0.4865
N/A
N/A
N/A
0.5332
Standard Deviation
0.2814
0.5987
1.16
0.6317
0.6307
0.6316
1.05
1.07
0.5685
0.7152
Kurtosis
8.03
(0.23)
1.87
(0.33)
(0.35)
(0.33)
0.6922
0.6011
0.4796
0.7506
Potential Upside
0.4296
0.8383
1.84
0.8819
0.8808
0.8679
1.86
1.82
0.8108
1.23
Treynor Ratio
(0.30)
0.0396
0.0135
0.0067
0.0022
0.0056
(0.17)
(0.16)
(0.88)
0.0017
Maximum Drawdown
1.82
2.8
6.2
2.77
2.76
2.76
5.42
5.46
2.75
3.25
Variance
0.0792
0.3584
1.34
0.399
0.3978
0.3989
1.11
1.14
0.3232
0.5114
Market Risk Adjusted Performance
(0.29)
0.0496
0.0235
0.0167
0.0122
0.0156
(0.16)
(0.15)
(0.87)
0.0117
Risk Adjusted Performance
0.0891
0.0419
0.0139
0.0152
0.0117
0.0143
(0.05)
(0.04)
(0.15)
0.0114
Skewness
(1.68)
(0.1)
0.6464
(0.19)
(0.20)
(0.24)
(0.04)
(0.07)
0.5211
(0.26)
Semi Deviation
0.2052
0.5679
0.9736
0.6586
0.6631
0.6634
N/A
N/A
N/A
0.6898
Information Ratio
(0.35)
(0.17)
(0.11)
(0.20)
(0.20)
(0.20)
(0.19)
(0.19)
(0.43)
(0.18)
Value At Risk
(0.32)
(1.01)
(2.00)
(1.05)
(1.05)
(1.08)
(2.08)
(2.10)
(1.00)
(0.88)
Expected Short fall
(0.23)
(0.51)
(1.03)
(0.50)
(0.49)
(0.50)
N/A
N/A
N/A
(0.63)
Downside Deviation
0.4709
0.6302
1.05
0.6932
0.6955
0.6975
N/A
N/A
N/A
0.7302
Semi Variance
0.0421
0.3225
0.948
0.4337
0.4397
0.4401
N/A
N/A
N/A
0.4759

Franklin Templeton Competition Performance Charts

Five steps to successful analysis of Franklin Templeton Competition

Franklin Templeton's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Franklin Templeton Smacs in relation to its competition. Franklin Templeton's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Franklin Templeton in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Franklin Templeton's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Franklin Templeton Smacs, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Franklin Templeton position

In addition to having Franklin Templeton 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.

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You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Diversified Assets Theme or any other thematic opportunities.
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Other Information on Investing in Franklin Mutual Fund

Franklin Templeton 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 Templeton security.
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