Franklin Efolio Allocation Fund Cash Position Weight
| FTCLX Fund | USD 23.60 0.11 0.47% |
Franklin Efolio Allocation fundamentals help investors to digest information that contributes to Franklin Corefolio's financial success or failures. It also enables traders to predict the movement of Franklin Mutual Fund. The fundamental analysis module provides a way to measure Franklin Corefolio's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Franklin Corefolio mutual fund.
Franklin |
Franklin Efolio Allocation Mutual Fund Cash Position Weight Analysis
Franklin Corefolio's Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Current Franklin Corefolio Cash Position Weight | 0.63 % |
Most of Franklin Corefolio's fundamental indicators, such as Cash Position Weight, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Franklin Efolio Allocation is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
| Competition |
In accordance with the recently published financial statements, Franklin Efolio Allocation has 0.63% in Cash Position Weight. This is 55.63% lower than that of the Franklin Templeton Investments family and significantly higher than that of the Allocation--85%+ Equity category. The cash position weight for all United States funds is notably lower than that of the firm.
Franklin Cash Position Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Franklin Corefolio's direct or indirect competition against its Cash Position Weight 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 Corefolio could also be used in its relative valuation, which is a method of valuing Franklin Corefolio by comparing valuation metrics of similar companies.Franklin Efolio is currently under evaluation in cash position weight among similar funds.
Fund Asset Allocation for Franklin Corefolio
The fund consists of 97.44% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.Asset allocation divides Franklin Corefolio'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 to buy 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 buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Franklin Fundamentals
| Price To Earning | 17.39 X | |||
| Price To Book | 1.96 X | |||
| Price To Sales | 1.44 X | |||
| Total Asset | 41.65 M | |||
| Annual Yield | 0 % | |||
| Year To Date Return | 19.03 % | |||
| One Year Return | 26.10 % | |||
| Three Year Return | 4.83 % | |||
| Five Year Return | 9.96 % | |||
| Ten Year Return | 8.95 % | |||
| Net Asset | 866.25 M | |||
| Cash Position Weight | 0.63 % | |||
| Equity Positions Weight | 97.44 % |
About Franklin Corefolio Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Franklin Efolio Allocation's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Franklin Corefolio using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Franklin Efolio Allocation 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.
Also Currently Popular
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 Corefolio 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 Corefolio security.
| Equity Valuation Check real value of public entities based on technical and fundamental data | |
| Economic Indicators Top statistical indicators that provide insights into how an economy is performing | |
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets |