Franklin Real Estate Fund Quote

FREEX Fund  USD 19.53  0.12  0.62%   

Performance

2 of 100

 
Weak
 
Strong
Weak

Odds Of Distress

Less than 22

 
High
 
Low
Low
Franklin Real is trading at 19.53 as of the 23rd of November 2024; that is 0.62% up since the beginning of the trading day. The fund's open price was 19.41. Franklin Real has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Franklin Real Estate are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of December 2022 and ending today, the 23rd of November 2024. Click here to learn more.
Normally, the fund invests at least 80 percent of its net assets in equity securities of companies operating in the real estate industry predominantly in the United States, including companies qualifying under federal tax law as real estate investment trusts and companies that derive at least half of their assets or revenues from the ownership, construction, management, operation, development or sale of commercial or residential real estate . More on Franklin Real Estate

Moving together with Franklin Mutual Fund

  0.69HR Healthcare Realty TrustPairCorr

Moving against Franklin Mutual Fund

  0.51PW Power REITPairCorr

Franklin Mutual Fund Highlights

Thematic IdeaRealty Funds (View all Themes)
Fund ConcentrationFranklin Templeton Investments Funds, Large Funds, Real Estate Funds, Realty Funds, Real Estate, Franklin Templeton Investments, Large, Real Estate (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date1st of September 2022
Fiscal Year EndApril
Franklin Real Estate [FREEX] is traded in USA and was established 23rd of November 2024. Franklin Real is listed under Franklin Templeton Investments category by Fama And French industry classification. The fund is listed under Real Estate category and is part of Franklin Templeton Investments family. The entity is thematically classified as Realty Funds. This fund currently has accumulated 341.23 M in assets under management (AUM) with no minimum investment requirementsFranklin Real Estate is currently producing year-to-date (YTD) return of 8.61% with the current yeild of 0.02%, while the total return for the last 3 years was -1.74%.
Check Franklin Real Probability Of Bankruptcy

Instrument Allocation

Top Franklin Real Estate Mutual Fund Constituents

VTRVentas IncStockReal Estate
AMTAmerican Tower CorpStockReal Estate
WYWeyerhaeuserStockReal Estate
WELLWelltowerStockReal Estate
VNOVornado Realty TrustStockReal Estate
UDRUDR IncStockReal Estate
SPGSimon Property GroupStockReal Estate
SBACSBA Communications CorpStockReal Estate
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Franklin Real Estate Risk Profiles

Franklin Real Against Markets

Other Information on Investing in Franklin Mutual Fund

Franklin Real 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 Real security.
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