Franklin Founding Funds Fund Manager Performance Evaluation
| FFALX Fund | USD 15.83 0.08 0.51% |
The fund shows a Beta (market volatility) of 0.0782, which means not very significant fluctuations relative to the market. As returns on the market increase, Franklin Founding's returns are expected to increase less than the market. However, during the bear market, the loss of holding Franklin Founding is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Franklin Founding Funds has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong essential indicators, Franklin Founding is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Franklin Global Allocation Fund Q3 2024 Commentary - Seeking Alpha | 11/21/2024 |
| Expense Ratio Date | 1st of May 2023 | |
| Expense Ratio | 0.9700 |
Franklin |
Franklin Founding Relative Risk vs. Return Landscape
If you would invest 1,595 in Franklin Founding Funds on September 26, 2024 and sell it today you would lose (12.00) from holding Franklin Founding Funds or give up 0.75% of portfolio value over 90 days. Franklin Founding Funds is currently producing negative expected returns and takes up 0.4515% volatility of returns over 90 trading days. Put another way, 4% 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 Founding Current Valuation
Fairly Valued
Today
Please note that Franklin Founding's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Franklin Founding Funds shows a prevailing Real Value of $15.84 per share. The current price of the fund is $15.83. We determine the value of Franklin Founding Funds 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 Founding is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Franklin Mutual Fund. However, Franklin Founding'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 15.83 | Real 15.84 | Hype 15.83 |
The intrinsic value of Franklin Founding'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 Founding'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 Founding Funds 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 Founding more accurately as focusing exclusively on Franklin Founding's fundamentals will not take into account other important factors: Franklin Founding Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Franklin Founding's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Franklin Founding Funds, and traders can use it to determine the average amount a Franklin Founding's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0243
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | FFALX |
Estimated Market Risk
| 0.45 actual daily | 4 96% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.02 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Franklin Founding is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Franklin Founding by adding Franklin Founding to a well-diversified portfolio.
Franklin Founding Fundamentals Growth
Franklin Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Franklin Founding, and Franklin Founding 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 | 14.78 X | ||||
| Price To Book | 1.33 X | ||||
| Price To Sales | 1.02 X | ||||
| Total Asset | 2.47 B | ||||
About Franklin Founding Performance
Evaluating Franklin Founding's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Franklin Founding 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 Founding 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 will invest in a diversified portfolio of debt and equity securities and, to a lesser extent, alternative strategies. The advisor may shift its investments from one asset class to another based on the investment managers analysis of the best opportunities for the funds portfolio in a given market. In addition, at least 40 percent of the funds net assets are invested in non-U.S. investments and in at least three different countries, either directly or through depositary receipts, including in emerging markets.Things to note about Franklin Founding Funds performance evaluation
Checking the ongoing alerts about Franklin Founding for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Franklin Founding Funds help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Franklin Founding generated a negative expected return over the last 90 days | |
| The fund retains about 10.29% of its assets under management (AUM) in cash |
- Analyzing Franklin Founding'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 Founding's stock is overvalued or undervalued compared to its peers.
- Examining Franklin Founding'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 Founding's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Franklin Founding's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Franklin Founding's mutual fund. These opinions can provide insight into Franklin Founding's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Franklin Mutual Fund
Franklin Founding 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 Founding security.
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