Franklin Small Cap Fund Manager Performance Evaluation
| FSSAX Fund | USD 26.04 0.37 1.40% |
The fund shows a Beta (market volatility) of 1.08, which means a somewhat significant risk relative to the market. Franklin Small returns are very sensitive to returns on the market. As the market goes up or down, Franklin Small is expected to follow.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Franklin Small Cap are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Franklin Small may actually be approaching a critical reversion point that can send shares even higher in March 2026.
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Franklin |
Franklin Small Relative Risk vs. Return Landscape
If you would invest 2,355 in Franklin Small Cap on November 8, 2025 and sell it today you would earn a total of 249.00 from holding Franklin Small Cap or generate 10.57% return on investment over 90 days. Franklin Small Cap is currently producing 0.178% returns and takes up 1.6651% volatility of returns over 90 trading days. Put another way, 14% of traded mutual funds are less volatile than Franklin, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Franklin Small Current Valuation
Undervalued
Today
Please note that Franklin Small's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Franklin Small Cap shows a prevailing Real Value of $28.01 per share. The current price of the fund is $26.04. We determine the value of Franklin Small Cap 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 Small is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Franklin Mutual Fund. However, Franklin Small'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 26.04 | Real 28.01 | Hype 26.01 | Naive 25.56 |
The intrinsic value of Franklin Small'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 Small'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 Small Cap 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 Small more accurately as focusing exclusively on Franklin Small's fundamentals will not take into account other important factors: Franklin Small 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 |
| 26.04 | 90 days | 26.04 | about 38.13 |
Based on a normal probability distribution, the odds of Franklin Small to move above the current price in 90 days from now is about 38.13 (This Franklin Small Cap probability density function shows the probability of Franklin Mutual Fund to fall within a particular range of prices over 90 days) .
Franklin Small Price Density |
| Price |
Predictive Modules for Franklin Small
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 Small Cap. 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 Small Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Franklin Small is not an exception. The market had few large corrections towards the Franklin Small'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 Small Cap, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Franklin Small within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.13 | |
β | Beta against Dow Jones | 1.08 | |
σ | Overall volatility | 1.82 | |
Ir | Information ratio | 0.08 |
Franklin Small 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 Small for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Franklin Small Cap 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 94.76% of its assets under management (AUM) in equities |
Franklin Small Fundamentals Growth
Franklin Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Franklin Small, and Franklin Small 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 | 23.55 X | ||||
| Price To Book | 2.67 X | ||||
| Price To Sales | 1.60 X | ||||
| Total Asset | 4.34 B | ||||
About Franklin Small Performance
Evaluating Franklin Small's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Franklin Small 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 Small 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 the equity securities of small-cap companies. The equity securities in which the fund invests are predominantly common stock. Small-cap companies are companies with market capitalizations not exceeding 1.5 billion or the highest market capitalization in the Russell 2000 Index, whichever is greater, at the time of purchase. It may invest in equity securities of larger companies. The fund, from time to time, may have significant positions in particular sectors such as information technology, healthcare, consumer discretionary and industrials.Things to note about Franklin Small Cap performance evaluation
Checking the ongoing alerts about Franklin Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Franklin Small Cap 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 94.76% of its assets under management (AUM) in equities |
- Analyzing Franklin Small'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 Small's stock is overvalued or undervalued compared to its peers.
- Examining Franklin Small'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 Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Franklin Small's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Franklin Small's mutual fund. These opinions can provide insight into Franklin Small's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Franklin Mutual Fund
Franklin Small 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 Small security.
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