Franklin Strategic Series Fund Quote
| FQTEX Fund | USD 12.70 0.10 0.79% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Franklin Strategic is trading at 12.70 as of the 17th of January 2025; that is 0.79 percent increase since the beginning of the trading day. The fund's open price was 12.6. Franklin Strategic has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 18th of December 2024 and ending today, the 17th of January 2025. Click here to learn more.
Under normal market conditions, the fund invests predominantly in equity securities, which consist primarily of common stocks. It may invest in securities from any capitalization range, primarily large cap securities. The fund may also invest in securities that are convertible into common stock. More on Franklin Strategic Series
Moving together with Franklin Mutual Fund
Franklin Mutual Fund Highlights
| Fund Concentration | Franklin Templeton Investments Funds, Large Value Funds, Allocation--70% to 85% Equity Funds, Allocation--70% to 85% Equity, Franklin Templeton Investments (View all Sectors) |
| Update Date | 31st of December 2024 |
Franklin Strategic Series [FQTEX] is traded in USA and was established 17th of January 2025. Franklin Strategic is listed under Franklin Templeton Investments category by Fama And French industry classification. The fund is listed under Allocation--70% to 85% Equity category and is part of Franklin Templeton Investments family. This fund currently has accumulated 3.69 M in assets under management (AUM) with no minimum investment requirementsFranklin Strategic Series is currently producing year-to-date (YTD) return of 0.32% with the current yeild of 0.06%, while the total return for the last 3 years was 6.38%.
Check Franklin Strategic Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Franklin Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Franklin Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Franklin Strategic Series Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Franklin Strategic Series Mutual Fund Constituents
| AVGO | Broadcom | Stock | Information Technology | |
| T | ATT Inc | Stock | Communication Services | |
| TXN | Texas Instruments Incorporated | Stock | Information Technology | |
| TGT | Target | Stock | Consumer Staples | |
| SO | Southern Company | Stock | Utilities | |
| PM | Philip Morris International | Stock | Consumer Staples | |
| PEP | PepsiCo | Stock | Consumer Staples | |
| MRK | Merck Company | Stock | Health Care |
Franklin Strategic Series Risk Profiles
| Mean Deviation | 0.3809 | |||
| Standard Deviation | 0.5022 | |||
| Variance | 0.2522 | |||
| Risk Adjusted Performance | (0.08) |
Franklin Strategic Against Markets
Other Information on Investing in Franklin Mutual Fund
Franklin Strategic 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 Strategic security.
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