Franklin Lifesmart Retirement Fund Manager Performance Evaluation
| FRTCX Fund | USD 10.20 0.03 0.29% |
The fund shows a Beta (market volatility) of 0.44, which means possible diversification benefits within a given portfolio. As returns on the market increase, Franklin Lifesmart's returns are expected to increase less than the market. However, during the bear market, the loss of holding Franklin Lifesmart is expected to be smaller as well.
Risk-Adjusted Performance
5 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Franklin Lifesmart Retirement are ranked lower than 5 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Franklin Lifesmart is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of May 2023 | |
| Expense Ratio | 1.5000 |
Franklin |
Franklin Lifesmart Relative Risk vs. Return Landscape
If you would invest 1,005 in Franklin Lifesmart Retirement on March 14, 2024 and sell it today you would earn a total of 15.00 from holding Franklin Lifesmart Retirement or generate 1.49% return on investment over 90 days. Franklin Lifesmart Retirement is currently producing 0.0245% returns and takes up 0.3599% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than Franklin, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Franklin Lifesmart Current Valuation
Fairly Valued
Today
Please note that Franklin Lifesmart's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Franklin Lifesmart shows a prevailing Real Value of $10.16 per share. The current price of the fund is $10.2. We determine the value of Franklin Lifesmart from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Franklin Lifesmart is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Franklin Mutual Fund. However, Franklin Lifesmart's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 10.2 | Real 10.16 | Hype 10.2 | Naive 10.27 |
The intrinsic value of Franklin Lifesmart's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Franklin Lifesmart's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Franklin Lifesmart Retirement helps investors to forecast how Franklin mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Franklin Lifesmart more accurately as focusing exclusively on Franklin Lifesmart's fundamentals will not take into account other important factors: Franklin Lifesmart Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Franklin Lifesmart's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Franklin Lifesmart Retirement, and traders can use it to determine the average amount a Franklin Lifesmart's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0682
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | FRTCX |
Estimated Market Risk
| 0.36 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.07 actual daily | 5 95% of assets perform better |
Based on monthly moving average Franklin Lifesmart is performing at about 5% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Franklin Lifesmart by adding it to a well-diversified portfolio.
Franklin Lifesmart Fundamentals Growth
Franklin Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Franklin Lifesmart, and Franklin Lifesmart fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Franklin Mutual Fund performance.
| Price To Earning | 16.27 X | ||||
| Price To Book | 1.50 X | ||||
| Price To Sales | 0.92 X | ||||
| Total Asset | 3.44 M | ||||
About Franklin Lifesmart Performance
To evaluate Franklin Lifesmart Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Franklin Lifesmart generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Franklin Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Franklin Lifesmart market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Franklin's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.The investment manager normally allocates the funds assets among the broad asset classes of equity and fixed-income investments and strategies by investing primarily in a distinctly-weighted combination of underlying funds, predominantly other Franklin Templeton and Legg Mason mutual funds and ETFs and third-party ETFs, based on each underlying funds predominant asset class and strategy. Normally, 40 percent of the funds assets are allocated to equity investments and 60 percent of the funds assets are allocated to fixed-income investments.Things to note about Franklin Lifesmart performance evaluation
Checking the ongoing alerts about Franklin Lifesmart for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Franklin Lifesmart help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains about 8.68% of its assets under management (AUM) in cash |
- Analyzing Franklin Lifesmart's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Franklin Lifesmart's stock is overvalued or undervalued compared to its peers.
- Examining Franklin Lifesmart's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Franklin Lifesmart's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Franklin Lifesmart's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Franklin Lifesmart's mutual fund. These opinions can provide insight into Franklin Lifesmart's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Franklin Mutual Fund
Franklin Lifesmart financial ratios help investors to determine whether Franklin Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Franklin with respect to the benefits of owning Franklin Lifesmart security.
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