Steven Romicks FPA Crescent Fund 3rd Quarter Letter A Recap
BEGRX Fund | USD 17.79 0.08 0.45% |
Slightly above 53% of Franklin Mutual's investor base is interested to short. The analysis of overall sentiment of trading Franklin Mutual Beacon mutual fund suggests that many investors are impartial at this time. Franklin Mutual's investing sentiment can be driven by a variety of factors including economic data, Franklin Mutual's earnings reports, geopolitical events, and overall market trends.
Franklin |
Dear Shareholder Performance Overview The FPA Crescent Fund Institutional Class gained 3.70 percent in Q3 2024 and 21.27 percent in the tr
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Franklin Mutual Fundamental Analysis
We analyze Franklin Mutual's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Franklin Mutual using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Franklin Mutual based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Bond Positions Weight
Bond Positions Weight Comparative Analysis
Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Franklin Mutual Beacon Potential Pair-trading
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Franklin Mutual mutual fund to make a market-neutral strategy. Peer analysis of Franklin Mutual could also be used in its relative valuation, which is a method of valuing Franklin Mutual by comparing valuation metrics with similar companies.
Peers
Franklin Mutual Related Equities
TEGRX | Templeton Growth | 0.62 | ||||
TEDRX | Franklin Mutual | 0.51 | ||||
TEDSX | Franklin Mutual | 0.50 | ||||
TEMFX | Templeton Foreign | 0.49 | ||||
TEFTX | Templeton Foreign | 0.49 | ||||
TEGBX | Templeton Global | 0.44 | ||||
TEFRX | Templeton Foreign | 0.38 | ||||
TEDMX | Templeton Developing | 0.05 |
Other Information on Investing in Franklin Mutual Fund
Franklin Mutual 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 Mutual security.
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