Franklin Balanced Fund Manager Performance Evaluation
| FBLAX Fund | USD 13.05 0.04 0.31% |
The fund shows a Beta (market volatility) of 0.0774, which means not very significant fluctuations relative to the market. As returns on the market increase, Franklin Balanced's returns are expected to increase less than the market. However, during the bear market, the loss of holding Franklin Balanced is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Franklin Balanced Fund are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Franklin Balanced is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of March 2025 | |
| Expense Ratio | 0.9000 |
Franklin |
Franklin Balanced Relative Risk vs. Return Landscape
If you would invest 1,260 in Franklin Balanced Fund on September 25, 2025 and sell it today you would earn a total of 45.00 from holding Franklin Balanced Fund or generate 3.57% return on investment over 90 days. Franklin Balanced Fund is currently producing 0.0553% returns and takes up 0.3141% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Franklin, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Franklin Balanced Current Valuation
Fairly Valued
Today
Please note that Franklin Balanced's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Franklin Balanced shows a prevailing Real Value of $13.0 per share. The current price of the fund is $13.05. We determine the value of Franklin Balanced from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Franklin Balanced is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Franklin Mutual Fund. However, Franklin Balanced's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 13.05 | Real 13.0 | Hype 13.05 | Naive 13.0 |
The intrinsic value of Franklin Balanced's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Franklin Balanced's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Franklin Balanced Fund helps investors to forecast how Franklin mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Franklin Balanced more accurately as focusing exclusively on Franklin Balanced's fundamentals will not take into account other important factors: Franklin Balanced Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Franklin Balanced's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Franklin Balanced Fund, and traders can use it to determine the average amount a Franklin Balanced's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1762
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| Cash | FBLAX | Average Risk | High Risk | Huge Risk |
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Based on monthly moving average Franklin Balanced is performing at about 13% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Franklin Balanced by adding it to a well-diversified portfolio.
Franklin Balanced Fundamentals Growth
Franklin Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Franklin Balanced, and Franklin Balanced fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Franklin Mutual Fund performance.
| Price To Earning | 16.78 X | ||||
| Price To Book | 2.41 X | ||||
| Price To Sales | 1.58 X | ||||
| Total Asset | 2.9 B | ||||
About Franklin Balanced Performance
Evaluating Franklin Balanced's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Franklin Balanced has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Franklin Balanced has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests in a diversified portfolio of stocks and debt securities. It normally invests at least 25 percent of its total assets in debt securities, including bonds, notes, debentures and money market securities. In addition, the fund normally invests at least 25 percent of its total assets in equity securities, primarily common and preferred stock.Things to note about Franklin Balanced performance evaluation
Checking the ongoing alerts about Franklin Balanced for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Franklin Balanced help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains about 6.67% of its assets under management (AUM) in fixed income securities |
- Analyzing Franklin Balanced's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Franklin Balanced's stock is overvalued or undervalued compared to its peers.
- Examining Franklin Balanced's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Franklin Balanced's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Franklin Balanced's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Franklin Balanced's mutual fund. These opinions can provide insight into Franklin Balanced's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Franklin Mutual Fund
Franklin Balanced 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 Balanced security.
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