Franklin Low Duration Fund Manager Performance Evaluation
| FLRRX Fund | USD 8.99 0.01 0.11% |
The fund shows a Beta (market volatility) of -0.011, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Franklin Low are expected to decrease at a much lower rate. During the bear market, Franklin Low is likely to outperform the market.
Risk-Adjusted Performance
5 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Franklin Low Duration are ranked lower than 5 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Franklin Low is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.3300 |
Franklin |
Franklin Low Relative Risk vs. Return Landscape
If you would invest 894.00 in Franklin Low Duration on August 26, 2024 and sell it today you would earn a total of 5.00 from holding Franklin Low Duration or generate 0.56% return on investment over 90 days. Franklin Low Duration is currently producing 0.0086% returns and takes up 0.1151% volatility of returns over 90 trading days. Put another way, 1% 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 Low Current Valuation
Overvalued
Today
Please note that Franklin Low's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Franklin Low Duration shows a prevailing Real Value of $8.28 per share. The current price of the fund is $8.99. We determine the value of Franklin Low Duration 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 Low is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Franklin Mutual Fund. However, Franklin Low'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 8.99 | Real 8.28 | Hype 8.99 | Naive 8.98 |
The intrinsic value of Franklin Low'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 Low'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 Low Duration 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 Low more accurately as focusing exclusively on Franklin Low's fundamentals will not take into account other important factors: Franklin Low Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Franklin Low's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Franklin Low Duration, and traders can use it to determine the average amount a Franklin Low'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 = 0.0751
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| Negative Returns | FLRRX |
Estimated Market Risk
| 0.12 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 5 95% of assets perform better |
Based on monthly moving average Franklin Low is performing at about 5% 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 Low by adding it to a well-diversified portfolio.
Franklin Low Fundamentals Growth
Franklin Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Franklin Low, and Franklin Low 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.
| Total Asset | 2.72 B | ||||
About Franklin Low Performance
Evaluating Franklin Low's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Franklin Low 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 Low 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 primarily in debt securities, which may be represented by derivative investments that provide exposure to debt securities such as futures, options and swap agreements. It may also invest up to 20 percent of its total assets in non-investment grade securities, including up to 5 percent in securities rated lower than B- by SP or Moodys, which may include defaulted securities.Things to note about Franklin Low Duration performance evaluation
Checking the ongoing alerts about Franklin Low for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Franklin Low Duration 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 19.38% of its assets under management (AUM) in fixed income securities |
- Analyzing Franklin Low'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 Low's stock is overvalued or undervalued compared to its peers.
- Examining Franklin Low'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 Low's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Franklin Low's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Franklin Low's mutual fund. These opinions can provide insight into Franklin Low's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Franklin Mutual Fund
Franklin Low 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 Low security.
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