Franklin Income Fund Manager Performance Evaluation
| FKIQX Fund | USD 2.54 0.01 0.39% |
The fund shows a Beta (market volatility) of 0.26, which means not very significant fluctuations relative to the market. As returns on the market increase, Franklin Income's returns are expected to increase less than the market. However, during the bear market, the loss of holding Franklin Income is expected to be smaller as well.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Franklin Income are ranked lower than 21 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Franklin Income 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 February 2025 | |
| Expense Ratio | 0.7100 |
Franklin |
Franklin Income Relative Risk vs. Return Landscape
If you would invest 242.00 in Franklin Income on October 31, 2025 and sell it today you would earn a total of 12.00 from holding Franklin Income or generate 4.96% return on investment over 90 days. Franklin Income is currently producing 0.0812% returns and takes up 0.3053% volatility of returns over 90 trading days. Put another way, 2% 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 Income Current Valuation
Overvalued
Today
Please note that Franklin Income's price fluctuation is not too volatile at this time. Based on Macroaxis valuation methodology, the entity appears to be overvalued. Franklin Income shows a prevailing Real Value of $1.98 per share. The current price of the fund is $2.54. We determine the value of Franklin Income 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 Income is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Franklin Mutual Fund. However, Franklin Income'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 2.54 | Real 1.98 | Hype 2.05 | Naive 2.54 |
The intrinsic value of Franklin Income'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 Income'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 Income 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 Income more accurately as focusing exclusively on Franklin Income's fundamentals will not take into account other important factors: Franklin Income 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 |
| 2.54 | 90 days | 2.54 | about 5.74 |
Based on a normal probability distribution, the odds of Franklin Income to move above the current price in 90 days from now is about 5.74 (This Franklin Income 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 Income has a beta of 0.26. This usually indicates as returns on the market go up, Franklin Income average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Franklin Income will be expected to be much smaller as well. Additionally Franklin Income has an alpha of 0.0532, implying that it can generate a 0.0532 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Franklin Income Price Density |
| Price |
Predictive Modules for Franklin Income
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 Income. 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.Franklin Income Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Franklin Income is not an exception. The market had few large corrections towards the Franklin Income'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 Income, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Franklin Income within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.05 | |
β | Beta against Dow Jones | 0.26 | |
σ | Overall volatility | 0.04 | |
Ir | Information ratio | 0.02 |
Franklin Income 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 Income for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Franklin Income can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund retains about 26.3% of its assets under management (AUM) in fixed income securities |
Franklin Income Fundamentals Growth
Franklin Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Franklin Income, and Franklin Income 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 | 3.54 X | |||
| Total Asset | 25.67 B | |||
About Franklin Income Performance
Evaluating Franklin Income's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Franklin Income 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 Income 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 invests in a diversified portfolio of debt and equity securities. Franklin Income is traded on NASDAQ Exchange in the United States.Things to note about Franklin Income performance evaluation
Checking the ongoing alerts about Franklin Income for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Franklin Income 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 26.3% of its assets under management (AUM) in fixed income securities |
- Analyzing Franklin Income'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 Income's stock is overvalued or undervalued compared to its peers.
- Examining Franklin Income'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 Income's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Franklin Income's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Franklin Income's mutual fund. These opinions can provide insight into Franklin Income's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Franklin Mutual Fund
Franklin Income 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 Income security.
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