Franklin North Financial Statements From 2010 to 2024
| FNCZX Fund | USD 10.56 0.01 0.09% |
Check Franklin North financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Franklin North'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 North Valuation or Volatility modules.
Franklin |
Franklin North Carolina Mutual Fund One Year Return Analysis
Franklin North'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 North One Year Return | 7.83 % |
Most of Franklin North'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 North Carolina 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 North Carolina has an One Year Return of 7.8288%. This is 44.44% higher than that of the Franklin Templeton Investments family and significantly higher than that of the Muni Single State Long category. The one year return for all United States funds is notably lower than that of the firm.
Franklin North Carolina Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Franklin North's current stock value. Our valuation model uses many indicators to compare Franklin North value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Franklin North competition to find correlations between indicators driving Franklin North's intrinsic value. More Info.Franklin North Carolina 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 807.13 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 North's earnings, one of the primary drivers of an investment's value.About Franklin North Financial Statements
Franklin North investors use historical fundamental indicators, such as Franklin North'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 North. Please read more on our technical analysis and fundamental analysis pages.
The fund invests at least 80 percent of its total assets in securities whose interest is free from federal income taxes, including the federal alternative minimum tax. In addition, it invests at least 80 percent of its total assets in securities that pay interest free from the personal income taxes, if any, of North Carolina. The fund only buys municipal securities rated in one of the top four ratings categories by one or more U.S. nationally recognized rating services.
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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 North 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 North security.
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets |