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TEFAX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
344.48M

TEFAX Franklin Mutual Financial Services Z Forecast, Technical & Fundamental Analysis

Category Financial
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are JPMorgan Chase & Co (NASDAQ:JPM), PNC Financial Services Group (NASDAQ:PNC), Capital One Financial (NASDAQ:COF).

Industry description

The investment seeks capital appreciation, which may occasionally be short term; income is a secondary consideration. The fund invests at least 80% of its net assets in securities of financial services companies that the investment manager believes are available at market prices less than their value based on certain recognized or objective criteria (fundamental value). It may invest in foreign securities without limit.

Market Cap

The average market capitalization across the Franklin Mutual Financial Services Z MF is 63.6B. The market cap for tickers in the group ranges from 490.6M to 443.89B. JPM holds the highest valuation in this group at 443.89B. The lowest valued company is IGIC at 490.6M.

Volume

The average weekly volume growth across all stocks in the Franklin Mutual Financial Services Z MF was -14%. For the same stocks of the MF, the average monthly volume growth was 13% and the average quarterly volume growth was 16%

Fundamental Analysis Ratings

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

Valuation Rating: 55
P/E Growth Rating: 63
Price Growth Rating: 37
SMR Rating: 52
Profit Risk Rating: 53
Seasonality Score: 39 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category Financial

Profile
Fundamentals
Details
Category
Financial
Address
Franklin Mutual Series Funds101 John F Kennedy ParkwayShort Hills
Phone
N/A
Web
www.franklintempleton.com
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TEFAX and

Correlation & Price change

A.I.dvisor indicates that over the last year, TEFAX has been closely correlated with VFAIX. These tickers have moved in lockstep 94% of the time. This A.I.-generated data suggests there is a high statistical probability that if TEFAX jumps, then VFAIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To TEFAX
1D Price
Change %
TEFAX100%
+0.87%
VFAIX - TEFAX
94%
Closely correlated
+0.64%
RPFGX - TEFAX
94%
Closely correlated
-4.15%
DVFYX - TEFAX
93%
Closely correlated
-3.96%
TFIFX - TEFAX
84%
Closely correlated
+1.00%
PRISX - TEFAX
84%
Closely correlated
+0.97%
More