Franklin Lifesmart Financial Statements From 2010 to 2024
| FLRDX Fund | USD 10.84 0.04 0.37% |
Check Franklin Lifesmart financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Franklin Lifesmart's main balance sheet or income statement drivers, such as , as well as many indicators such as . Franklin financial statements analysis is a perfect complement when working with Franklin Lifesmart Valuation or Volatility modules.
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Franklin Lifesmart Retirement Mutual Fund One Year Return Analysis
Franklin Lifesmart's 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.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Franklin Lifesmart One Year Return | 14.41 % |
Most of Franklin Lifesmart's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Franklin Lifesmart Retirement is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
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Based on the recorded statements, Franklin Lifesmart Retirement has an One Year Return of 14.4076%. This is 165.82% higher than that of the Franklin Templeton Investments family and significantly higher than that of the Target-Date Retirement category. The one year return for all United States funds is notably lower than that of the firm.
Franklin Lifesmart Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Franklin Lifesmart's current stock value. Our valuation model uses many indicators to compare Franklin Lifesmart value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Franklin Lifesmart competition to find correlations between indicators driving Franklin Lifesmart's intrinsic value. More Info.Franklin Lifesmart Retirement is one of the top funds in annual yield among similar funds. It also is one of the top funds in year to date return among similar funds creating about 177.30 of Year To Date Return per Annual Yield. 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 Lifesmart's earnings, one of the primary drivers of an investment's value.About Franklin Lifesmart Financial Statements
Franklin Lifesmart investors use historical fundamental indicators, such as Franklin Lifesmart's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Franklin Lifesmart. Please read more on our technical analysis and fundamental analysis pages.
The investment manager normally allocates the funds assets among the broad asset classes of equity and fixed-income investments and strategies by investing primarily in a distinctly-weighted combination of underlying funds, predominantly other Franklin Templeton affiliated mutual funds and ETFs and third-party ETFs, based on each underlying funds predominant asset class and strategy. Normally, 40 percent of the funds assets are allocated to equity investments and 60 percent of the funds assets are allocated to fixed-income investments.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Franklin Mutual Fund
Franklin Lifesmart 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 Lifesmart security.
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