Franklin Equity Income Fund Manager Performance Evaluation
| FREIX Fund | USD 34.35 0.14 0.41% |
The fund shows a Beta (market volatility) of 0.8, which means possible diversification benefits within a given portfolio. As returns on the market increase, Franklin Equity's returns are expected to increase less than the market. However, during the bear market, the loss of holding Franklin Equity 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 Equity Income are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Franklin Equity showed solid returns over the last few months and may actually be approaching a breakup point.
...moreFranklin |
Franklin Equity Relative Risk vs. Return Landscape
If you would invest 3,007 in Franklin Equity Income on October 28, 2025 and sell it today you would earn a total of 428.00 from holding Franklin Equity Income or generate 14.23% return on investment over 90 days. Franklin Equity Income is currently producing 0.2275% returns and takes up 1.3966% volatility of returns over 90 trading days. Put another way, 12% of traded mutual funds are less volatile than Franklin, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Franklin Equity Current Valuation
Undervalued
Today
Please note that Franklin Equity's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Franklin Equity Income shows a prevailing Real Value of $36.76 per share. The current price of the fund is $34.35. We determine the value of Franklin Equity Income 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 Equity is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Franklin Mutual Fund. However, Franklin Equity'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 34.35 | Real 36.76 | Hype 34.35 | Naive 33.76 |
The intrinsic value of Franklin Equity'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 Equity'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 Equity Income 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 Equity more accurately as focusing exclusively on Franklin Equity's fundamentals will not take into account other important factors: Franklin Equity Target Price Odds to finish over Current Price
The tendency of Franklin Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 34.35 | 90 days | 34.35 | about 5.79 |
Based on a normal probability distribution, the odds of Franklin Equity to move above the current price in 90 days from now is about 5.79 (This Franklin Equity Income probability density function shows the probability of Franklin Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Franklin Equity has a beta of 0.8. This usually indicates as returns on the market go up, Franklin Equity average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Franklin Equity Income will be expected to be much smaller as well. Additionally Franklin Equity Income has an alpha of 0.1524, implying that it can generate a 0.15 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Franklin Equity Price Density |
| Price |
Predictive Modules for Franklin Equity
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Franklin Equity Income. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Franklin Equity Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Franklin Equity is not an exception. The market had few large corrections towards the Franklin Equity's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Franklin Equity Income, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Franklin Equity within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.15 | |
β | Beta against Dow Jones | 0.80 | |
σ | Overall volatility | 1.85 | |
Ir | Information ratio | 0.10 |
Franklin Equity Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Franklin Equity for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Franklin Equity Income can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund retains about 6.01% of its assets under management (AUM) in cash |
Franklin Equity Fundamentals Growth
Franklin Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Franklin Equity, and Franklin Equity 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 | 18.17 X | |||
| Price To Book | 2.53 X | |||
| Price To Sales | 1.85 X | |||
| Total Asset | 3.54 B | |||
About Franklin Equity Performance
Evaluating Franklin Equity's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Franklin Equity 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 Equity 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 normally invests at least 80 percent of its net assets in equity securities, including securities convertible into common stocks. It generally invests predominantly in common stocks, and the remainder of its assets in other equity-related instruments such as convertible securities and equity-linked notes . The fund may invest in foreign securities, but does not currently anticipate investing more than 15 percent of its total assets in securities of issuers domiciled outside the United States.Things to note about Franklin Equity Income performance evaluation
Checking the ongoing alerts about Franklin Equity for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Franklin Equity Income 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 6.01% of its assets under management (AUM) in cash |
- Analyzing Franklin Equity'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 Equity's stock is overvalued or undervalued compared to its peers.
- Examining Franklin Equity'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 Equity's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Franklin Equity's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Franklin Equity's mutual fund. These opinions can provide insight into Franklin Equity's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Franklin Mutual Fund
Franklin Equity 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 Equity security.
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity | |
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments |