Franklin Mutual Shares Fund Manager Performance Evaluation
| TESRX Fund | USD 28.66 0.05 0.17% |
The fund shows a Beta (market volatility) of 0.82, which means possible diversification benefits within a given portfolio. As returns on the market increase, Franklin Mutual's returns are expected to increase less than the market. However, during the bear market, the loss of holding Franklin Mutual is expected to be smaller as well.
Risk-Adjusted Performance
12 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Franklin Mutual Shares are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Franklin Mutual may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio | 1.2500 |
Franklin |
Franklin Mutual Relative Risk vs. Return Landscape
If you would invest 2,668 in Franklin Mutual Shares on August 31, 2024 and sell it today you would earn a total of 193.00 from holding Franklin Mutual Shares or generate 7.23% return on investment over 90 days. Franklin Mutual Shares is currently producing 0.1132% returns and takes up 0.6894% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Franklin, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Franklin Mutual Current Valuation
Fairly Valued
Today
Please note that Franklin Mutual's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Franklin Mutual Shares shows a prevailing Real Value of $28.32 per share. The current price of the fund is $28.66. We determine the value of Franklin Mutual Shares 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 Mutual is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Franklin Mutual Fund. However, Franklin Mutual'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 28.66 | Real 28.32 | Hype 28.61 |
The intrinsic value of Franklin Mutual'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 Mutual'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 Mutual Shares 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 Mutual more accurately as focusing exclusively on Franklin Mutual's fundamentals will not take into account other important factors: Franklin Mutual Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Franklin Mutual's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Franklin Mutual Shares, and traders can use it to determine the average amount a Franklin Mutual'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 = 0.1643
| Best Portfolio | Best Equity | |||
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| Cash | TESRX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.69 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.11 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average Franklin Mutual is performing at about 12% 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 Mutual by adding it to a well-diversified portfolio.
Franklin Mutual Fundamentals Growth
Franklin Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Franklin Mutual, and Franklin Mutual 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 | 17.29 X | |||
| Price To Book | 1.56 X | |||
| Price To Sales | 1.44 X | |||
| Total Asset | 6.32 B | |||
About Franklin Mutual Performance
Evaluating Franklin Mutual's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Franklin Mutual 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 Mutual 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 invests primarily in equity securities of U.S. and foreign companies that the investment manager believes are available at market prices less than their value based on certain recognized or objective criteria. It also invests in merger arbitrage securities and the debt and equity of distressed companies. The fund may invest a significant portion of its assets in foreign securities and participations in foreign government debt.Things to note about Franklin Mutual Shares performance evaluation
Checking the ongoing alerts about Franklin Mutual for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Franklin Mutual Shares help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Franklin Mutual's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Franklin Mutual's mutual fund performance include:- Analyzing Franklin Mutual'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 Mutual's stock is overvalued or undervalued compared to its peers.
- Examining Franklin Mutual'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 Mutual's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Franklin Mutual's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Franklin Mutual's mutual fund. These opinions can provide insight into Franklin Mutual's potential for growth and whether the stock is currently undervalued or overvalued.
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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