MENU

FREIX Franklin Equity Income R 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 R MF is 347.47B. The market cap for tickers in the group ranges from 88.21B to 823.05B. AVGO holds the highest valuation in this group at 823.05B. The lowest valued company is HCA at 88.21B.

Volume

The average weekly volume growth across all stocks in the Franklin Equity Income R MF was 25%. For the same stocks of the MF, the average monthly volume growth was -16% and the average quarterly volume growth was -6%

Fundamental Analysis Ratings

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

Valuation Rating: 66
P/E Growth Rating: 31
Price Growth Rating: 29
SMR Rating: 35
Profit Risk Rating: 15
Seasonality Score: 39 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
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
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
BFOCX29.540.67
+2.32%
Berkshire Focus
JMVPX40.890.28
+0.69%
JPMorgan Mid Cap Value R3
SDGZX134.60-0.15
-0.11%
DWS Capital Growth R6
HDOGX13.57-0.02
-0.15%
Hennessy Total Return Investor
DLHAX29.06-0.14
-0.48%
Delaware Healthcare A

FREIX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FREIX
1D Price
Change %
FREIX100%
+0.42%
VVIAX - FREIX
97%
Closely correlated
+0.26%
VIVAX - FREIX
97%
Closely correlated
+0.24%
VIVIX - FREIX
97%
Closely correlated
+0.24%
DOXGX - FREIX
90%
Closely correlated
+0.94%
RMFEX - FREIX
90%
Closely correlated
-0.23%
More