Franklin Equity Income Fund Key Fundamental Indicators
| FREIX Fund | USD 35.15 0.24 0.69% |
As of the 17th of February 2026, Franklin Equity shows the Mean Deviation of 0.6396, semi deviation of 0.3601, and Downside Deviation of 0.7512. Franklin Equity Income technical analysis allows you to utilize historical prices and volume patterns in order to determine a pattern that computes the direction of the entity's future prices.
Franklin Equity's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Franklin Equity's valuation are provided below:Franklin Equity Income does not presently have any fundamental signals for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Franklin |
Franklin Equity 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Franklin Equity's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Franklin Equity.
| 11/19/2025 |
| 02/17/2026 |
If you would invest 0.00 in Franklin Equity on November 19, 2025 and sell it all today you would earn a total of 0.00 from holding Franklin Equity Income or generate 0.0% return on investment in Franklin Equity over 90 days. Franklin Equity is related to or competes with T Rowe, Fidelity Real, Dunham Real, Franklin Real, Deutsche Real, Great-west Real, and Franklin Real. The fund normally invests at least 80 percent of its net assets in equity securities, including securities convertible i... More
Franklin Equity Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Franklin Equity's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Franklin Equity Income upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.7512 | |||
| Information Ratio | 0.1255 | |||
| Maximum Drawdown | 11.53 | |||
| Value At Risk | (1.05) | |||
| Potential Upside | 1.14 |
Franklin Equity Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Franklin Equity's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Franklin Equity's standard deviation. In reality, there are many statistical measures that can use Franklin Equity historical prices to predict the future Franklin Equity's volatility.| Risk Adjusted Performance | 0.1468 | |||
| Jensen Alpha | 0.1844 | |||
| Total Risk Alpha | 0.1298 | |||
| Sortino Ratio | 0.2277 | |||
| Treynor Ratio | 0.2972 |
Franklin Equity February 17, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1468 | |||
| Market Risk Adjusted Performance | 0.3072 | |||
| Mean Deviation | 0.6396 | |||
| Semi Deviation | 0.3601 | |||
| Downside Deviation | 0.7512 | |||
| Coefficient Of Variation | 565.47 | |||
| Standard Deviation | 1.36 | |||
| Variance | 1.86 | |||
| Information Ratio | 0.1255 | |||
| Jensen Alpha | 0.1844 | |||
| Total Risk Alpha | 0.1298 | |||
| Sortino Ratio | 0.2277 | |||
| Treynor Ratio | 0.2972 | |||
| Maximum Drawdown | 11.53 | |||
| Value At Risk | (1.05) | |||
| Potential Upside | 1.14 | |||
| Downside Variance | 0.5644 | |||
| Semi Variance | 0.1297 | |||
| Expected Short fall | (0.78) | |||
| Skewness | 5.39 | |||
| Kurtosis | 38.44 |
Franklin Equity Income Backtested Returns
Franklin Equity appears to be very steady, given 3 months investment horizon. Franklin Equity Income secures Sharpe Ratio (or Efficiency) of 0.21, which denotes the fund had a 0.21 % return per unit of standard deviation over the last 3 months. We have found twenty-seven technical indicators for Franklin Equity Income, which you can use to evaluate the volatility of the entity. Please utilize Franklin Equity's Downside Deviation of 0.7512, mean deviation of 0.6396, and Semi Deviation of 0.3601 to check if our risk estimates are consistent with your expectations. The fund shows a Beta (market volatility) of 0.78, 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.
Auto-correlation | 0.80 |
Very good predictability
Franklin Equity Income has very good predictability. Overlapping area represents the amount of predictability between Franklin Equity time series from 19th of November 2025 to 3rd of January 2026 and 3rd of January 2026 to 17th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Franklin Equity Income price movement. The serial correlation of 0.8 indicates that around 80.0% of current Franklin Equity price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.8 | |
| Spearman Rank Test | 0.74 | |
| Residual Average | 0.0 | |
| Price Variance | 0.17 |
The most critical factor to remember is that the price of equity takes a firm's debt into account, whereas the sales indicators do not consider financial leverage. Generally speaking, Price to Sales ratio shows how much market values every dollar of the company's sales.
| Competition |
Based on the latest financial disclosure, Franklin Equity Income has a Price To Sales of 1.85 times. This is 140.26% higher than that of the Franklin Templeton Investments family and significantly higher than that of the Large Value category. The price to sales for all United States funds is notably lower than that of the firm.
Franklin Equity Income Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Franklin Equity's current stock value. Our valuation model uses many indicators to compare Franklin Equity value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Franklin Equity competition to find correlations between indicators driving Franklin Equity's intrinsic value. More Info.Franklin Equity Income is one of the top funds in price to earning among similar funds. It also is one of the top funds in price to book among similar funds fabricating about 0.14 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Franklin Equity Income is roughly 7.18 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Franklin Equity's earnings, one of the primary drivers of an investment's value.Franklin Price To Sales Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Franklin Equity's direct or indirect competition against its Price To Sales to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Franklin Equity could also be used in its relative valuation, which is a method of valuing Franklin Equity by comparing valuation metrics of similar companies.Franklin Equity is currently under evaluation in price to sales among similar funds.
Franklin Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Franklin Equity's current stock value. Our valuation model uses many indicators to compare Franklin Equity value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Franklin Equity competition to find correlations between indicators driving Franklin Equity's intrinsic value. More Info.Franklin Equity Income is one of the top funds in price to earning among similar funds. It also is one of the top funds in price to book among similar funds fabricating about 0.14 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Franklin Equity Income is roughly 7.18 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Franklin Equity's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Franklin Equity
The fund consists of 79.59% investments in stocks, with the rest of investments allocated between bonds, cashand various exotic instruments.Asset allocation divides Franklin Equity's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors for a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will manage securities in the fund's portfolio as market conditions and the fund's objectives change.
Franklin Fundamentals
| Price To Earning | 18.17 X | ||||
| Price To Book | 2.53 X | ||||
| Price To Sales | 1.85 X | ||||
| Total Asset | 3.54 B | ||||
| Annual Yield | 0.02 % | ||||
| Year To Date Return | 5.81 % | ||||
| One Year Return | 18.23 % | ||||
| Three Year Return | 15.38 % | ||||
| Five Year Return | 12.41 % | ||||
| Ten Year Return | 9.73 % | ||||
| Net Asset | 2.26 B | ||||
| Last Dividend Paid | 0.12 | ||||
| Cash Position Weight | 6.01 % | ||||
| Equity Positions Weight | 79.59 % | ||||
| Bond Positions Weight | 1.34 % |
About Franklin Equity Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Franklin Equity Income's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Franklin Equity using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Franklin Equity Income based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.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.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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.
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