Franklin Moderate Ten Year Return vs. Three Year Return
| FMTIX Fund | USD 16.11 0.04 0.25% |
For Franklin Moderate profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Franklin Moderate to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Franklin Moderate Allocation utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Franklin Moderate's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Franklin Moderate Allocation over time as well as its relative position and ranking within its peers.
Franklin |
Franklin Moderate Three Year Return vs. Ten Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Franklin Moderate's current stock value. Our valuation model uses many indicators to compare Franklin Moderate value to that of its competitors to determine the firm's financial worth. Franklin Moderate Allocation is one of the top funds in ten year return among similar funds. It also is one of the top funds in three year return among similar funds reporting about 0.41 of Three Year Return per Ten Year Return. The ratio of Ten Year Return to Three Year Return for Franklin Moderate Allocation is roughly 2.42 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Franklin Moderate's earnings, one of the primary drivers of an investment's value.Franklin Three Year Return vs. Ten Year Return
Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Franklin Moderate |
| = | 6.35 % |
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Franklin Moderate |
| = | 2.62 % |
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Franklin Three Year Return Comparison
Franklin Moderate is currently under evaluation in three year return among similar funds.
Franklin Moderate Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Franklin Moderate, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Franklin Moderate will eventually generate negative long term returns. The profitability progress is the general direction of Franklin Moderate's change in net profit over the period of time. It can combine multiple indicators of Franklin Moderate, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund is a fund of funds meaning that it seeks to achieve its investment goal by investing its assets primarily in other funds, predominantly other Franklin Templeton and Legg Mason mutual funds and ETFs. The investment manager uses the following as a general guide in allocating the funds assets among the broad asset classes 60 percent equity funds and 40 percent fixed-income funds. These percentages may be changed from time to time by the funds investment manager without the approval of shareholders, and may vary up to 10 percent from these percentages of the funds assets.
Franklin Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Franklin Moderate. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Franklin Moderate position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Franklin Moderate's important profitability drivers and their relationship over time.
Use Franklin Moderate in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Franklin Moderate position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Franklin Moderate will appreciate offsetting losses from the drop in the long position's value.Franklin Moderate Pair Trading
Franklin Moderate Allocation Pair Trading Analysis
The ability to find closely correlated positions to Franklin Moderate could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Franklin Moderate when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Franklin Moderate - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Franklin Moderate Allocation to buy it.
The correlation of Franklin Moderate is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Franklin Moderate moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Franklin Moderate moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Franklin Moderate can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Franklin Moderate position
In addition to having Franklin Moderate in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Other Information on Investing in Franklin Mutual Fund
To fully project Franklin Moderate's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Franklin Moderate at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Franklin Moderate's income statement, its balance sheet, and the statement of cash flows.
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