Franklin Emerging Market Fund Year To Date Return
| FEMDX Fund | USD 11.33 0.03 0.27% |
Franklin Emerging Market fundamentals help investors to digest information that contributes to Franklin Emerging's financial success or failures. It also enables traders to predict the movement of Franklin Mutual Fund. The fundamental analysis module provides a way to measure Franklin Emerging's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Franklin Emerging mutual fund.
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Franklin Emerging Market Mutual Fund Year To Date Return Analysis
Franklin Emerging's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Franklin Emerging Year To Date Return | 4.27 % |
Most of Franklin Emerging's fundamental indicators, such as Year To Date Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Franklin Emerging Market is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
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According to the company's disclosures, Franklin Emerging Market has a Year To Date Return of 4.2711%. This is much higher than that of the Franklin Templeton Investments family and significantly higher than that of the Emerging Markets Bond category. The year to date return for all United States funds is notably lower than that of the firm.
Franklin Year To Date Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Franklin Emerging's direct or indirect competition against its Year To Date Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Franklin Emerging could also be used in its relative valuation, which is a method of valuing Franklin Emerging by comparing valuation metrics of similar companies.Franklin Emerging is currently under evaluation in year to date return among similar funds.
Fund Asset Allocation for Franklin Emerging
The fund consists of 81.05% investments in fixed income securities, with the rest of funds allocated in cash and various exotic instruments.Asset allocation divides Franklin Emerging's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Franklin Fundamentals
| Total Asset | 112.71 M | |||
| Annual Yield | 0.03 % | |||
| Year To Date Return | 4.27 % | |||
| One Year Return | 17.83 % | |||
| Three Year Return | 3.57 % | |||
| Five Year Return | 3.88 % | |||
| Ten Year Return | 4.16 % | |||
| Net Asset | 524.95 M | |||
| Minimum Initial Investment | 1000 K | |||
| Last Dividend Paid | 0.8 | |||
| Cash Position Weight | 11.87 % | |||
| Bond Positions Weight | 81.05 % |
About Franklin Emerging Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Franklin Emerging Market's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Franklin Emerging using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Franklin Emerging Market based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Franklin Emerging in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Franklin Emerging's short interest history, or implied volatility extrapolated from Franklin Emerging options trading.
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Try AI Portfolio ArchitectCheck out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Franklin Emerging Market. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in unemployment. Note that the Franklin Emerging Market information on this page should be used as a complementary analysis to other Franklin Emerging's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Bollinger Bands module to use Bollinger Bands indicator to analyze target price for a given investing horizon.