Franklin Vertible Securities Fund Manager Performance Evaluation
| FISCX Fund | USD 24.23 0.27 1.10% |
The fund shows a Beta (market volatility) of 0.59, which means possible diversification benefits within a given portfolio. As returns on the market increase, Franklin Convertible's returns are expected to increase less than the market. However, during the bear market, the loss of holding Franklin Convertible is expected to be smaller as well.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Franklin Vertible Securities are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Franklin Convertible is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | 3 Franklin Mutual Funds With a Value-Oriented Approach - Zacks Investment Research | 01/14/2026 |
| Expense Ratio Date | 1st of March 2025 | |
| Expense Ratio | 0.8300 |
Franklin |
Franklin Convertible Relative Risk vs. Return Landscape
If you would invest 2,345 in Franklin Vertible Securities on November 3, 2025 and sell it today you would earn a total of 78.00 from holding Franklin Vertible Securities or generate 3.33% return on investment over 90 days. Franklin Vertible Securities is currently producing 0.0546% returns and takes up 0.6135% volatility of returns over 90 trading days. Put another way, 5% 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 Convertible Current Valuation
Fairly Valued
Today
Please note that Franklin Convertible's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Franklin Convertible shows a prevailing Real Value of $24.11 per share. The current price of the fund is $24.23. We determine the value of Franklin Convertible 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 Convertible is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Franklin Mutual Fund. However, Franklin Convertible'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 24.23 | Real 24.11 | Hype 24.23 | Naive 24.12 |
The intrinsic value of Franklin Convertible'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 Convertible'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 Vertible Securities 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 Convertible more accurately as focusing exclusively on Franklin Convertible's fundamentals will not take into account other important factors: Franklin Convertible 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 |
| 24.23 | 90 days | 24.23 | about 20.66 |
Based on a normal probability distribution, the odds of Franklin Convertible to move above the current price in 90 days from now is about 20.66 (This Franklin Vertible Securities 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 Convertible has a beta of 0.59. This usually indicates as returns on the market go up, Franklin Convertible average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Franklin Vertible Securities will be expected to be much smaller as well. Additionally Franklin Vertible Securities has an alpha of 0.0142, implying that it can generate a 0.0142 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Franklin Convertible Price Density |
| Price |
Predictive Modules for Franklin Convertible
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 Convertible. 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.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Franklin Convertible's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Franklin Convertible Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Franklin Convertible is not an exception. The market had few large corrections towards the Franklin Convertible'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 Vertible Securities, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Franklin Convertible within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.01 | |
β | Beta against Dow Jones | 0.59 | |
σ | Overall volatility | 0.44 | |
Ir | Information ratio | 0.000011 |
Franklin Convertible 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 Convertible for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Franklin Convertible can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Latest headline from news.google.com: 3 Franklin Mutual Funds With a Value-Oriented Approach - Zacks Investment Research | |
| The fund retains most of the assets under management (AUM) in different types of exotic instruments. |
Franklin Convertible Fundamentals Growth
Franklin Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Franklin Convertible, and Franklin Convertible 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 | 15.32 X | |||
| Price To Book | 2.06 X | |||
| Price To Sales | 1.72 X | |||
| Total Asset | 987.39 M | |||
About Franklin Convertible Performance
Evaluating Franklin Convertible's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Franklin Convertible 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 Convertible 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 normally invests at least 80 percent of its net assets in convertible securities. It may invest up to 100 percent of its assets in securities that are rated below investment grade however, the fund will not invest more than 10 percent of its assets in non-convertible debt securities rated below B. It may invest up to 20 percent of its net assets in other securities, such as common or preferred stocks and non-convertible debt securities.Things to note about Franklin Convertible performance evaluation
Checking the ongoing alerts about Franklin Convertible for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Franklin Convertible help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: 3 Franklin Mutual Funds With a Value-Oriented Approach - Zacks Investment Research | |
| The fund retains most of the assets under management (AUM) in different types of exotic instruments. |
- Analyzing Franklin Convertible'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 Convertible's stock is overvalued or undervalued compared to its peers.
- Examining Franklin Convertible'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 Convertible's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Franklin Convertible's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Franklin Convertible's mutual fund. These opinions can provide insight into Franklin Convertible's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Franklin Mutual Fund
Franklin Convertible 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 Convertible security.
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