Franklin New Jersey Fund Manager Performance Evaluation
| FNIIX Fund | USD 10.56 0.01 0.09% |
The fund shows a Beta (market volatility) of 0.0214, which means not very significant fluctuations relative to the market. As returns on the market increase, Franklin New's returns are expected to increase less than the market. However, during the bear market, the loss of holding Franklin New 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 New Jersey are ranked lower than 17 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Franklin New is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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| Expense Ratio Date | 1st of July 2025 | |
| Expense Ratio | 1.2200 |
FRANKLIN |
Franklin New Relative Risk vs. Return Landscape
If you would invest 1,040 in Franklin New Jersey on November 23, 2025 and sell it today you would earn a total of 16.00 from holding Franklin New Jersey or generate 1.54% return on investment over 90 days. Franklin New Jersey is currently producing 0.0255% returns and takes up 0.1126% 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 New Current Valuation
Overvalued
Today
Please note that Franklin New's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Franklin New Jersey shows a prevailing Real Value of $9.7 per share. The current price of the fund is $10.56. We determine the value of Franklin New Jersey 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 New is currently traded on the exchange, buyers and sellers on that exchange determine the market value of FRANKLIN Mutual Fund. However, Franklin New'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 10.56 | Real 9.7 | Hype 10.56 | Naive 10.59 |
The intrinsic value of Franklin New'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 New'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 New Jersey 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 New more accurately as focusing exclusively on Franklin New's fundamentals will not take into account other important factors: Franklin New 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 |
| 10.56 | 90 days | 10.56 | near 1 |
Based on a normal probability distribution, the odds of Franklin New to move above the current price in 90 days from now is near 1 (This Franklin New Jersey probability density function shows the probability of FRANKLIN Mutual Fund to fall within a particular range of prices over 90 days) .
Franklin New Price Density |
| Price |
Predictive Modules for Franklin New
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 New Jersey. 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 New Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Franklin New is not an exception. The market had few large corrections towards the Franklin New'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 New Jersey, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Franklin New within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.01 | |
β | Beta against Dow Jones | 0.02 | |
σ | Overall volatility | 0.05 | |
Ir | Information ratio | -0.55 |
Franklin New 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 New for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Franklin New Jersey 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 most of the assets under management (AUM) in different types of exotic instruments. |
Franklin New Fundamentals Growth
FRANKLIN Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Franklin New, and Franklin New 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 | 14.1 M | ||||
About Franklin New Performance
Evaluating Franklin New's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Franklin New 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 New 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 at least 80 percent of its net assets in securities whose interest is free from federal income taxes, including the federal alternative minimum tax. It also may invest up to 35 percent of its total assets in municipal securities issued by U.S. territories.Things to note about Franklin New Jersey performance evaluation
Checking the ongoing alerts about Franklin New for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Franklin New Jersey 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 most of the assets under management (AUM) in different types of exotic instruments. |
- Analyzing Franklin New'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 New's stock is overvalued or undervalued compared to its peers.
- Examining Franklin New'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 New's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Franklin New's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Franklin New's mutual fund. These opinions can provide insight into Franklin New's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in FRANKLIN Mutual Fund
Franklin New 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 New security.
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