Franklin Templeton Smacs Fund Manager Performance Evaluation
| FQEMX Fund | USD 8.86 0.03 0.34% |
The fund shows a Beta (market volatility) of 0.48, which means possible diversification benefits within a given portfolio. As returns on the market increase, Franklin Templeton's returns are expected to increase less than the market. However, during the bear market, the loss of holding Franklin Templeton is expected to be smaller as well.
Risk-Adjusted Performance
1 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Franklin Templeton Smacs are ranked lower than 1 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong primary indicators, Franklin Templeton is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreFranklin |
Franklin Templeton Relative Risk vs. Return Landscape
If you would invest 881.00 in Franklin Templeton Smacs on September 2, 2024 and sell it today you would earn a total of 5.00 from holding Franklin Templeton Smacs or generate 0.57% return on investment over 90 days. Franklin Templeton Smacs is currently producing 0.0151% returns and takes up 1.1283% volatility of returns over 90 trading days. Put another way, 10% 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 Templeton Current Valuation
Fairly Valued
Today
Please note that Franklin Templeton's price fluctuation is not too volatile at this time. Based on Macroaxis valuation methodology, the entity is fairly valued. Franklin Templeton Smacs shows a prevailing Real Value of $8.91 per share. The current price of the fund is $8.86. Our model computes the value of Franklin Templeton Smacs from reviewing the entity technical indicators and probability of bankruptcy. In general, investors 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 Templeton is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Franklin Mutual Fund. However, Franklin Templeton'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 8.86 | Real 8.91 | Hype 8.86 | Naive 8.88 |
The intrinsic value of Franklin Templeton'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 Templeton'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 Templeton Smacs 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 Templeton more accurately as focusing exclusively on Franklin Templeton's fundamentals will not take into account other important factors: Franklin Templeton Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Franklin Templeton's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Franklin Templeton Smacs, and traders can use it to determine the average amount a Franklin Templeton'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 = 0.0134
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| Negative Returns | FQEMX |
Estimated Market Risk
| 1.13 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.01 actual daily | 1 99% of assets perform better |
Based on monthly moving average Franklin Templeton is performing at about 1% of its full potential. 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 Templeton by adding it to a well-diversified portfolio.
Franklin Templeton Fundamentals Growth
Franklin Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Franklin Templeton, and Franklin Templeton 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.
About Franklin Templeton Performance
Evaluating Franklin Templeton's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Franklin Templeton 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 Templeton 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.
Under normal market conditions, the fund invests predominantly in securities of companies located or operating in emerging market countries. Its investments in equity securities may include investments in the securities of companies of any capitalization, including smaller or mid-size companies. In addition to the funds main investments, it may invest up to 20 percent of its net assets in the securities of issuers in developed market countries. The fund is non-diversified.Things to note about Franklin Templeton Smacs performance evaluation
Checking the ongoing alerts about Franklin Templeton for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Franklin Templeton Smacs 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 all of the assets under management (AUM) in different types of exotic instruments |
- Analyzing Franklin Templeton'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 Templeton's stock is overvalued or undervalued compared to its peers.
- Examining Franklin Templeton'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 Templeton's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Franklin Templeton's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Franklin Templeton's mutual fund. These opinions can provide insight into Franklin Templeton's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Franklin Mutual Fund
Franklin Templeton 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 Templeton security.
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