Franklin Floating Financials
| FDAAX Fund | USD 7.64 0.01 0.13% |
Franklin |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Franklin Floating Fund Summary
Franklin Floating competes with Rmb Mendon, Financials Ultrasector, Financial Industries, and Prudential Financial. The fund normally invests at least 80 percent of its net assets in income-producing floating interest rate corporate loans and corporate debt securities made to or issued by U.S. companies, non-U.S. entities and U.S. subsidiaries of non-U.S. entities. It invests at least 75 percent of its net assets in floating rate investments that are rated B- or higher at the time of purchase by a nationally recognized statistical rating organization or, if unrated, are determined to be of comparable quality by the funds investment manager.Specialization | Bank Loan, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US3536127810 |
| Business Address | Franklin Investors Securities |
| Mutual Fund Family | Franklin Templeton Investments |
| Mutual Fund Category | Bank Loan |
| Benchmark | Dow Jones Industrial |
| Phone | 800 342 5236 |
| Currency | USD - US Dollar |
Franklin Floating Key Financial Ratios
Franklin Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Franklin Floating's current stock value. Our valuation model uses many indicators to compare Franklin Floating value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Franklin Floating competition to find correlations between indicators driving Franklin Floating's intrinsic value. More Info.Franklin Floating Rate is one of the top funds in price to earning among similar funds. It also is one of the top funds in annual yield among similar funds fabricating about 0.01 of Annual Yield per Price To Earning. The ratio of Price To Earning to Annual Yield for Franklin Floating Rate is roughly 86.69 . 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 Floating's earnings, one of the primary drivers of an investment's value.Franklin Floating Rate Systematic Risk
Franklin Floating's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Franklin Floating volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was thirty-six with a total number of output elements of twenty-five. The Beta measures systematic risk based on how returns on Franklin Floating Rate correlated with the market. If Beta is less than 0 Franklin Floating generally moves in the opposite direction as compared to the market. If Franklin Floating Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Franklin Floating Rate is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Franklin Floating is generally in the same direction as the market. If Beta > 1 Franklin Floating moves generally in the same direction as, but more than the movement of the benchmark.
Franklin Floating February 2, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Franklin Floating help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Franklin Floating Rate. We use our internally-developed statistical techniques to arrive at the intrinsic value of Franklin Floating Rate based on widely used predictive technical indicators. In general, we focus on analyzing Franklin Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Franklin Floating's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.2005 | |||
| Information Ratio | (0.22) | |||
| Maximum Drawdown | 1.33 | |||
| Value At Risk | (0.13) | |||
| Potential Upside | 0.1325 |
Other Information on Investing in Franklin Mutual Fund
Franklin Floating 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 Floating security.
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