Ftfa Franklin Templeton Growth Fund Manager Performance Evaluation
| FGTZX Fund | USD 21.26 0.05 0.24% |
The fund shows a Beta (market volatility) of 0.61, which means possible diversification benefits within a given portfolio. As returns on the market increase, Ftfa Franklin's returns are expected to increase less than the market. However, during the bear market, the loss of holding Ftfa Franklin is expected to be smaller as well.
Risk-Adjusted Performance
13 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Ftfa Franklin Templeton Growth are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Ftfa Franklin is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.6000 |
Ftfa |
Ftfa Franklin Relative Risk vs. Return Landscape
If you would invest 2,008 in Ftfa Franklin Templeton Growth on September 4, 2024 and sell it today you would earn a total of 118.00 from holding Ftfa Franklin Templeton Growth or generate 5.88% return on investment over 90 days. Ftfa Franklin Templeton Growth is currently producing 0.0907% returns and takes up 0.5447% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than Ftfa, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Ftfa Franklin Current Valuation
Fairly Valued
Today
Please note that Ftfa Franklin's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Ftfa Franklin Templeton shows a prevailing Real Value of $21.1 per share. The current price of the fund is $21.26. We determine the value of Ftfa Franklin Templeton 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 Ftfa Franklin is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Ftfa Mutual Fund. However, Ftfa Franklin'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 21.26 | Real 21.1 | Hype 21.26 | Naive 21.32 |
The intrinsic value of Ftfa Franklin'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 Ftfa Franklin'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 Ftfa Franklin Templeton Growth helps investors to forecast how Ftfa 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 Ftfa Franklin more accurately as focusing exclusively on Ftfa Franklin's fundamentals will not take into account other important factors: Ftfa Franklin Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ftfa Franklin's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Ftfa Franklin Templeton Growth, and traders can use it to determine the average amount a Ftfa Franklin's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1666
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| Cash | FGTZX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.54 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.09 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.17 actual daily | 13 87% of assets perform better |
Based on monthly moving average Ftfa Franklin is performing at about 13% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Ftfa Franklin by adding it to a well-diversified portfolio.
Ftfa Franklin Fundamentals Growth
Ftfa Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ftfa Franklin, and Ftfa Franklin 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 Ftfa Mutual Fund performance.
| Price To Earning | 18.79 X | ||||
| Price To Book | 2.18 X | ||||
| Price To Sales | 1.41 X | ||||
| Total Asset | 1.48 B | ||||
About Ftfa Franklin Performance
Evaluating Ftfa Franklin's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ftfa Franklin 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 Ftfa Franklin 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 80 percent equity funds and 20 percent fixed-income 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 Ftfa Franklin Templeton performance evaluation
Checking the ongoing alerts about Ftfa Franklin for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ftfa Franklin Templeton 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 12.81% of its assets under management (AUM) in fixed income securities |
- Analyzing Ftfa Franklin'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 Ftfa Franklin's stock is overvalued or undervalued compared to its peers.
- Examining Ftfa Franklin'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 Ftfa Franklin's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ftfa Franklin's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ftfa Franklin's mutual fund. These opinions can provide insight into Ftfa Franklin's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Ftfa Mutual Fund
Ftfa Franklin financial ratios help investors to determine whether Ftfa 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 Ftfa with respect to the benefits of owning Ftfa Franklin security.
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