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FRDRX
Mutual Fund ticker: NASDAQ
AS OF
Apr 4 closing price
Price
$80.23
Change
-$4.69 (-5.52%)
Net Assets
24.12B

FRDRX Franklin Rising Dividends R Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital appreciation; preservation of capital, while not a goal, is also an important consideration... Show more

Category: #Large Blend
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), VISA (NYSE:V), Unitedhealth Group (NYSE:UNH), Accenture PLC (NYSE:ACN), Texas Instruments (NASDAQ:TXN), Analog Devices (NASDAQ:ADI).

Industry description

The investment seeks long-term capital appreciation; preservation of capital, while not a goal, is also an important consideration. The fund invests at least 80% of its net assets in investments of companies that have paid consistently rising dividends. It invests predominantly in equity securities, primarily common stock. The fund may invest in companies of any size, across the entire market spectrum. It may invest up to 25% of its total assets in foreign securities.

Market Cap

The average market capitalization across the Franklin Rising Dividends R MF is 554.96B. The market cap for tickers in the group ranges from 59.25B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is ROP at 59.25B.

Volume

The average weekly volume growth across all stocks in the Franklin Rising Dividends R MF was 151%. For the same stocks of the MF, the average monthly volume growth was 117% and the average quarterly volume growth was 209%

Fundamental Analysis Ratings

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

Valuation Rating: 34
P/E Growth Rating: 38
Price Growth Rating: 56
SMR Rating: 48
Profit Risk Rating: 20
Seasonality Score: 3 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Franklin Managed TrustOne Franklin ParkwaySan Mateo
Phone
N/A
Web
www.franklintempleton.com
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FRDRX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, FRDRX has been closely correlated with FXAIX. These tickers have moved in lockstep 88% of the time. This A.I.-generated data suggests there is a high statistical probability that if FRDRX jumps, then FXAIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FRDRX
1D Price
Change %
FRDRX100%
-5.52%
FXAIX - FRDRX
88%
Closely correlated
-5.98%
VFINX - FRDRX
85%
Closely correlated
-5.96%
VFIAX - FRDRX
84%
Closely correlated
-5.96%
VFFSX - FRDRX
82%
Closely correlated
-5.96%
FWWMX - FRDRX
80%
Closely correlated
-5.80%
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