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FREIX Franklin Equity Income R Forecast, Technical & Fundamental Analysis

The investment seeks to maximize total return by emphasizing high current income and long-term capital appreciation, consistent with reasonable risk... Show more

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

Notable companies

The most notable companies in this group are Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), JPMorgan Chase & Co (NYSE:JPM), Johnson & Johnson (NYSE:JNJ), Bank of America Corp (NYSE:BAC), Chevron Corp (NYSE:CVX), Procter & Gamble Company (NYSE:PG), 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 primarily in common stocks, and the remainder of its assets in other equity-related instruments such as convertible securities, equity-linked notes (ELNs) and REITs. 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 1.17T. The market cap for tickers in the group ranges from 336.7B to 4.85T. AAPL holds the highest valuation in this group at 4.85T. The lowest valued company is MS at 336.7B.

Volume

The average weekly volume growth across all stocks in the Franklin Equity Income R MF was 39%. For the same stocks of the MF, the average monthly volume growth was 21% and the average quarterly volume growth was -23%

Fundamental Analysis Ratings

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

Valuation Rating: 56
P/E Growth Rating: 49
Price Growth Rating: 42
SMR Rating: 26
Profit Risk Rating: 28
Seasonality Score: -29 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

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

Correlation & Price change

A.I.dvisor indicates that over the last year, FREIX has been closely correlated with RMFEX. These tickers have moved in lockstep 90% of the time. This A.I.-generated data suggests there is a high statistical probability that if FREIX jumps, then RMFEX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FREIX
1D Price
Change %
FREIX100%
N/A
RMFEX - FREIX
90%
Closely correlated
+0.53%
RMEBX - FREIX
90%
Closely correlated
+0.54%
RMFCX - FREIX
90%
Closely correlated
+0.52%
FFMMX - FREIX
90%
Closely correlated
+0.53%
FFFMX - FREIX
89%
Closely correlated
+0.53%
More
Franklin Equity Income R (FREIX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com