Franklin Equity's market value is the price at which a share of Franklin Equity trades on a public exchange. It measures the collective expectations of Franklin Equity Income investors about its performance. Franklin Equity is trading at 34.71 as of the 3rd of February 2026; that is 0.61% increase since the beginning of the trading day. The fund's open price was 34.5. With this module, you can estimate the performance of a buy and hold strategy of Franklin Equity Income and determine expected loss or profit from investing in Franklin Equity over a given investment horizon. Check out Franklin Equity Correlation, Franklin Equity Volatility and Franklin Equity Performance module to complement your research on Franklin Equity.
Please note, there is a significant difference between Franklin Equity's value and its price as these two are different measures arrived at by different means. Investors typically determine if Franklin Equity is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Franklin Equity's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
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.
0.00
11/05/2025
No Change 0.00
0.0
In 2 months and 31 days
02/03/2026
0.00
If you would invest 0.00 in Franklin Equity on November 5, 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 Morningstar Growth, Champlain Mid, Ab Concentrated, Tfa Alphagen, Qs Defensive, Chase Growth, and Qs Growth. 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.
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.
Franklin Equity appears to be out of control, given 3 months investment horizon. Franklin Equity Income secures Sharpe Ratio (or Efficiency) of 0.18, which denotes the fund had a 0.18 % return per unit of standard deviation over the last 3 months. We have found twenty-eight technical indicators for Franklin Equity Income, which you can use to evaluate the volatility of the entity. Please utilize Franklin Equity's Semi Deviation of 0.3065, downside deviation of 0.6737, and Mean Deviation of 0.6199 to check if our risk estimates are consistent with your expectations. The fund shows a Beta (market volatility) of 0.81, 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
0.61
Good predictability
Franklin Equity Income has good predictability. Overlapping area represents the amount of predictability between Franklin Equity time series from 5th of November 2025 to 20th of December 2025 and 20th of December 2025 to 3rd 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 0.61 indicates that roughly 61.0% of current Franklin Equity price fluctuation can be explain by its past prices.
Correlation Coefficient
0.61
Spearman Rank Test
0.66
Residual Average
0.0
Price Variance
0.2
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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.