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FISEX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$34.69
Change
-$0.24 (-0.69%)
Net Assets
4.25B

FISEX Franklin Equity Income A Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Broadcom Inc. (NASDAQ:AVGO), JPMorgan Chase & Co (NYSE:JPM), Procter & Gamble Company (NYSE:PG), Johnson & Johnson (NYSE:JNJ), Oracle Corp (NYSE:ORCL), Bank of America Corp (NYSE:BAC), Chevron Corp (NYSE:CVX), Morgan Stanley (NYSE:MS).

Industry description

The investment seeks to maximize total return by emphasizing high current income and long-term capital appreciation, consistent with reasonable risk. The fund normally invests at least 80% 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 (ELNs). The fund may invest in foreign securities, but does not currently anticipate investing more than 15% of its total assets in securities of issuers domiciled outside the United States.

Market Cap

The average market capitalization across the Franklin Equity Income A MF is 376.11B. The market cap for tickers in the group ranges from 88.21B to 1.12T. AVGO holds the highest valuation in this group at 1.12T. The lowest valued company is HCA at 88.21B.

Volume

The average weekly volume growth across all stocks in the Franklin Equity Income A MF was 18%. For the same stocks of the MF, the average monthly volume growth was 27% and the average quarterly volume growth was 7%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 65
P/E Growth Rating: 38
Price Growth Rating: 45
SMR Rating: 35
Profit Risk Rating: 18
Seasonality Score: 18 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Franklin Investors Securities TrustOne Franklin ParkwaySan Mateo
Phone
N/A
Web
www.franklintempleton.com
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FISEX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, FISEX has been closely correlated with VIVAX. These tickers have moved in lockstep 97% of the time. This A.I.-generated data suggests there is a high statistical probability that if FISEX jumps, then VIVAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FISEX
1D Price
Change %
FISEX100%
-0.69%
VIVAX - FISEX
97%
Closely correlated
-0.62%
VVIAX - FISEX
97%
Closely correlated
-0.60%
VIVIX - FISEX
97%
Closely correlated
-0.62%
RMFEX - FISEX
90%
Closely correlated
-5.03%
RMEBX - FISEX
90%
Closely correlated
-4.94%
More