Franklin Servative Allocation Fund Manager Performance Evaluation
| FTCIX Fund | USD 14.99 0.06 0.40% |
The fund shows a Beta (market volatility) of 0.0402, which means not very significant fluctuations relative to the market. As returns on the market increase, Franklin Conservative's returns are expected to increase less than the market. However, during the bear market, the loss of holding Franklin Conservative 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 Servative Allocation are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Franklin Conservative 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 May 2025 | |
| Expense Ratio | 0.8700 |
Franklin |
Franklin Conservative Relative Risk vs. Return Landscape
If you would invest 1,428 in Franklin Servative Allocation on October 31, 2025 and sell it today you would earn a total of 71.00 from holding Franklin Servative Allocation or generate 4.97% return on investment over 90 days. Franklin Servative Allocation is currently producing 0.0819% returns and takes up 0.4549% volatility of returns over 90 trading days. Put another way, 4% 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 Conservative Current Valuation
Fairly Valued
Today
Please note that Franklin Conservative's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Franklin Conservative shows a prevailing Real Value of $14.97 per share. The current price of the fund is $14.99. We determine the value of Franklin Conservative 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 Conservative is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Franklin Mutual Fund. However, Franklin Conservative'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 14.99 | Real 14.97 | Hype 15.82 | Naive 14.86 |
The intrinsic value of Franklin Conservative'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 Conservative'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 Servative Allocation 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 Conservative more accurately as focusing exclusively on Franklin Conservative's fundamentals will not take into account other important factors: Franklin Conservative 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 |
| 14.99 | 90 days | 14.99 | roughly 2.28 |
Based on a normal probability distribution, the odds of Franklin Conservative to move above the current price in 90 days from now is roughly 2.28 (This Franklin Servative Allocation 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 Conservative has a beta of 0.0402. This usually indicates as returns on the market go up, Franklin Conservative average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Franklin Servative Allocation will be expected to be much smaller as well. Additionally Franklin Servative Allocation has an alpha of 0.0683, implying that it can generate a 0.0683 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Franklin Conservative Price Density |
| Price |
Predictive Modules for Franklin Conservative
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 Conservative. 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 Conservative Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Franklin Conservative is not an exception. The market had few large corrections towards the Franklin Conservative'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 Servative Allocation, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Franklin Conservative within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.07 | |
β | Beta against Dow Jones | 0.04 | |
σ | Overall volatility | 0.27 | |
Ir | Information ratio | 0.01 |
Franklin Conservative 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 Conservative for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Franklin Conservative 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 9.33% of its assets under management (AUM) in fixed income securities |
Franklin Conservative Fundamentals Growth
Franklin Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Franklin Conservative, and Franklin Conservative 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 | 18.71 X | |||
| Price To Book | 2.17 X | |||
| Price To Sales | 1.41 X | |||
| Total Asset | 735.79 M | |||
About Franklin Conservative Performance
Evaluating Franklin Conservative's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Franklin Conservative 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 Conservative 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 is a fund of funds meaning that it seeks to achieve its investment goal by investing its assets primarily in other funds, predominantly other Franklin Templeton and Legg Mason mutual funds and ETFs. The investment manager uses the following as a general guide in allocating the funds assets among the broad asset classes 60 percent fixed-income funds and 40 percent equity funds. These percentages may be changed from time to time by the funds investment manager without the approval of shareholders, and may vary up to 10 percent from these percentages of fund assets.Things to note about Franklin Conservative performance evaluation
Checking the ongoing alerts about Franklin Conservative for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Franklin Conservative 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 9.33% of its assets under management (AUM) in fixed income securities |
- Analyzing Franklin Conservative'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 Conservative's stock is overvalued or undervalued compared to its peers.
- Examining Franklin Conservative'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 Conservative's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Franklin Conservative's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Franklin Conservative's mutual fund. These opinions can provide insight into Franklin Conservative's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Franklin Mutual Fund
Franklin Conservative 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 Conservative security.
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories |