Franklin Equity Income Fund Manager Performance Evaluation
The fund shows a Beta (market volatility) of 0.19, which means not very significant fluctuations relative to the market. 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.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Franklin Equity Income are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Franklin Equity is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of March 2025 | |
| Expense Ratio | 0.8300 |
Franklin |
Franklin Equity Relative Risk vs. Return Landscape
If you would invest 3,227 in Franklin Equity Income on October 8, 2025 and sell it today you would earn a total of 163.00 from holding Franklin Equity Income or generate 5.05% return on investment over 90 days. Franklin Equity Income is currently producing 0.0828% returns and takes up 0.6287% 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 Equity Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Franklin Equity's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Franklin Equity Income, and traders can use it to determine the average amount a Franklin Equity'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 = 0.1316
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Based on monthly moving average Franklin Equity is performing at about 10% 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 Franklin Equity by adding it to a well-diversified portfolio.
Franklin Equity Fundamentals Growth
Franklin Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Franklin Equity, and Franklin Equity 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 | 18.17 X | ||||
| Price To Book | 2.53 X | ||||
| Price To Sales | 1.85 X | ||||
| Total Asset | 3.78 B | ||||
Things to note about Franklin Equity Income performance evaluation
Checking the ongoing alerts about Franklin Equity for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Franklin Equity Income help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Franklin Equity is not yet fully synchronised with the market data | |
| Franklin Equity has some characteristics of a very speculative penny stock | |
| The fund retains about 6.01% of its assets under management (AUM) in cash |
- Analyzing Franklin Equity'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 Equity's stock is overvalued or undervalued compared to its peers.
- Examining Franklin Equity'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 Equity's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Franklin Equity's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Franklin Equity's mutual fund. These opinions can provide insight into Franklin Equity's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Investing Opportunities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in american community survey. You can also try the Earnings Calls module to check upcoming earnings announcements updated hourly across public exchanges.
Other Tools for Franklin Mutual Fund
When running Franklin Equity's price analysis, check to measure Franklin Equity's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Franklin Equity is operating at the current time. Most of Franklin Equity's value examination focuses on studying past and present price action to predict the probability of Franklin Equity's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Franklin Equity's price. Additionally, you may evaluate how the addition of Franklin Equity to your portfolios can decrease your overall portfolio volatility.
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