Franklin Corefolio Financial Statements From 2010 to 2024
| FTLQX Fund | USD 24.83 0.01 0.04% |
Check Franklin Corefolio financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Franklin Corefolio'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 Corefolio Valuation or Volatility modules.
FRANKLIN |
Franklin Efolio Allocation Mutual Fund One Year Return Analysis
Franklin Corefolio'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 Corefolio One Year Return | 27.65 % |
Most of Franklin Corefolio'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 Efolio Allocation 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 Efolio Allocation has an One Year Return of 27.6455%. This is much higher than that of the Franklin Templeton Investments family and significantly higher than that of the Allocation--85%+ Equity category. The one year return for all United States funds is notably lower than that of the firm.
Franklin Efolio Allo Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Franklin Corefolio's current stock value. Our valuation model uses many indicators to compare Franklin Corefolio value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Franklin Corefolio competition to find correlations between indicators driving Franklin Corefolio's intrinsic value. More Info.Franklin Efolio Allocation 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 2,913 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 Corefolio's earnings, one of the primary drivers of an investment's value.About Franklin Corefolio Financial Statements
Franklin Corefolio investors use historical fundamental indicators, such as Franklin Corefolio'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 Corefolio. Please read more on our technical analysis and fundamental analysis pages.
The fund is a fund to funds meaning that it seeks to achieve its investment goal by investing its assets in a combination of the Franklin Growth Fund, Franklin Growth Opportunities Fund, Franklin Mutual Shares Fund and Templeton Growth Fund on a fixed percentage basis. It makes equal allocations to each of the underlying funds. These underlying funds, in turn, invest primarily in U.S. and foreign equity securities.
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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 Corefolio 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 Corefolio security.
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