Franklin Equity Income Fund Analysis
| FREIX Fund | USD 34.50 0.07 0.20% |
Franklin Equity's financial leverage is the degree to which the firm utilizes its fixed-income securities and uses equity to finance projects. Companies with high leverage are usually considered to be at financial risk. Franklin Equity's financial risk is the risk to Franklin Equity stockholders that is caused by an increase in debt. In other words, with a high degree of financial leverage come high-interest payments, which usually reduce Earnings Per Share (EPS).
Given that Franklin Equity's debt-to-equity ratio measures a Mutual Fund's obligations relative to the value of its net assets, it is usually used by traders to estimate the extent to which Franklin Equity is acquiring new debt as a mechanism of leveraging its assets. A high debt-to-equity ratio is generally associated with increased risk, implying that it has been aggressive in financing its growth with debt. Another way to look at debt-to-equity ratios is to compare the overall debt load of Franklin Equity to its assets or equity, showing how much of the company assets belong to shareholders vs. creditors. If shareholders own more assets, Franklin Equity is said to be less leveraged. If creditors hold a majority of Franklin Equity's assets, the Mutual Fund is said to be highly leveraged.
Franklin Equity Income is undervalued with Real Value of 36.09 and Hype Value of 29.15. The main objective of Franklin Equity fund analysis is to determine its intrinsic value, which is an estimate of what Franklin Equity Income is worth, separate from its market price. There are two main types of Franklin Mutual Fund analysis: fundamental analysis and technical analysis. Fundamental analysis focuses on the financial and economic stability of Franklin Equity Income. On the other hand, technical analysis, focuses on the price and volume data of Franklin Mutual Fund to identify patterns and trends that may indicate its future price movements.
The Franklin Equity mutual fund is traded in the USA on NMFQS Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA.
Franklin |
Franklin Mutual Fund Analysis Notes
The fund generated five year return of 13.0%. Franklin Equity Income retains about 6.01% of assets under management (AUM) in cash. This fund last dividend was 0.12 per share. Large Value To learn more about Franklin Equity Income call the company at 800-342-5236.Franklin Equity Income Investment Alerts
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| The fund retains about 6.01% of its assets under management (AUM) in cash |
Franklin Equity Thematic Classifications
In addition to having Franklin Equity mutual fund in your portfolios, you can 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 favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
![]() | Consumer FundsFunds investing in consumer services companies |
Top Franklin Equity Income Mutual Fund Constituents
| TFC | Truist Financial Corp | Stock | |
| BBT | Beacon Financial | Stock | |
| WFC | Wells Fargo | Stock | |
| MSFT | Microsoft | Stock | |
| VZ | Verizon Communications | Stock | |
| UPS | United Parcel Service | Stock | |
| TGT | Target | Stock | |
| RTX | Raytheon Technologies Corp | Stock | |
| PG | Procter Gamble | Stock | |
| PEP | PepsiCo | Stock | |
| NEE | Nextera Energy | Stock | |
| MS | Morgan Stanley | Stock | |
| MRK | Merck Company | Stock | |
| MDT | Medtronic PLC | Stock | |
| KO | The Coca Cola | Stock | |
| JPM | JPMorgan Chase Co | Stock | |
| JNJ | Johnson Johnson | Stock | |
| DUK | Duke Energy | Stock | |
| CVX | Chevron Corp | Stock | |
| BAC | Bank of America | Stock | |
| BLK | BlackRock | Stock | |
| PFE | Pfizer Inc | Stock | |
| USB | US Bancorp | Stock | |
| AAPL | Apple Inc | Stock |
Franklin Equity Outstanding Bonds
Franklin Equity issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Franklin Equity Income uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Franklin bonds can be classified according to their maturity, which is the date when Franklin Equity Income has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
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Franklin Equity Predictive Daily Indicators
Franklin Equity intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Franklin Equity mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 34.5 | |||
| Day Typical Price | 34.5 | |||
| Price Action Indicator | (0.04) | |||
| Period Momentum Indicator | (0.07) | |||
| Relative Strength Index | 67.86 |
Franklin Equity Forecast Models
Franklin Equity's time-series forecasting models are one of many Franklin Equity's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Franklin Equity's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.Franklin Equity Assets Financed by Debt
Typically, companies with high debt-to-asset ratios are said to be highly leveraged. The higher the ratio, the greater risk will be associated with the Franklin Equity's operation. In addition, a high debt-to-assets ratio may indicate a low borrowing capacity of Franklin Equity, which in turn will lower the firm's financial flexibility.Franklin Equity Corporate Bonds Issued
About Franklin Mutual Fund Analysis
Mutual Fund analysis is the technique used by a trader or investor to examine and evaluate how Franklin Equity prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Franklin shares will generate the highest return on investment. We also built our fund analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Fund such as Franklin Equity. By using and applying Franklin Mutual Fund analysis, traders can create a robust methodology for identifying Franklin entry and exit points for their positions.
The fund normally invests at least 80 percent of its net assets in equity securities, including securities convertible into common stocks. It generally invests predominantly in common stocks, and the remainder of its assets in other equity-related instruments such as convertible securities and equity-linked notes . The fund may invest in foreign securities, but does not currently anticipate investing more than 15 percent of its total assets in securities of issuers domiciled outside the United States.
Be your own money manager
As an investor, your ultimate goal is to build wealth. Optimizing your investment portfolio is an essential element in this goal. Using our mutual fund analysis tools, you can find out how much better you can do when adding Franklin Equity to your portfolios without increasing risk or reducing expected return.Did you try this?
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Other Information on Investing in Franklin Mutual Fund
Franklin Equity 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 Equity security.
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