FRANKLIN Mutual Fund Manager Performance Evaluation

FTTAX
 Fund
  

USD 12.27  0.11  0.89%   

The fund owns a Beta (Systematic Risk) of 0.8735, which means possible diversification benefits within a given portfolio. Let's try to break down what FRANKLIN's beta means in this case. FRANKLIN LIFESMART returns are very sensitive to returns on the market. As the market goes up or down, FRANKLIN LIFESMART is expected to follow. Although it is important to respect FRANKLIN LIFESMART 2045 existing price patterns, it is better to be realistic regarding the information on the equity's price patterns. The approach towards predicting future performance of any fund is to evaluate the business as a whole together with its past performance, including all available fundamental and technical indicators. By analyzing FRANKLIN LIFESMART 2045 technical indicators, you can today evaluate if the expected return of 0.037% will be sustainable into the future.
  
FRANKLIN Performance
2 of 100
Compared to the overall equity markets, risk-adjusted returns on investments in FRANKLIN LIFESMART 2045 are ranked lower than 2 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, FRANKLIN LIFESMART is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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FRANKLIN Price Channel

Fifty Two Week Low11.01
Fifty Two Week High18.14
Annual Report Expense Ratio0.70%

FRANKLIN LIFESMART Relative Risk vs. Return Landscape

If you would invest  1,206  in FRANKLIN LIFESMART 2045 on September 8, 2022 and sell it today you would earn a total of  21.00  from holding FRANKLIN LIFESMART 2045 or generate 1.74% return on investment over 90 days. FRANKLIN LIFESMART 2045 is currently producing 0.037% returns and takes up 1.4007% volatility of returns over 90 trading days. Put another way, 12% 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.
  Daily Expected Return (%)  
       Risk (%)  
Assuming the 90 days horizon FRANKLIN LIFESMART is expected to generate 1.34 times less return on investment than the market. But when comparing it to its historical volatility, the company is 1.08 times less risky than the market. It trades about 0.03 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.03 of returns per unit of risk over similar time horizon.

FRANKLIN LIFESMART Current Valuation

Fairly Valued
Today 12.27
Please note that FRANKLIN LIFESMART's price fluctuation is not too volatile at this time.
FRANKLIN LIFESMART 2045 owns a latest Real Value of $12.16 per share. The recent price of the fund is $12.27. At this time, the entity appears to be fairly valued. We determine the value of FRANKLIN LIFESMART 2045 from analyzing 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, in the future, mutual fund prices and their ongoing real values will draw towards each other.
Our valuation method for FRANKLIN LIFESMART 2045 is useful when determining the fair value of the FRANKLIN mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of FRANKLIN LIFESMART. 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.
12.16
Real Value
13.56
Upside
Estimating the potential upside or downside of FRANKLIN LIFESMART 2045 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:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
11.3912.1012.81
Details
Hype
Prediction
LowEstimated ValueHigh
10.9212.3213.72
Details
Potential
Annual Dividend
LowIncome Per ShareHigh
0.450.480.50
Details

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 2045, 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 = 0.0264

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Estimated Market Risk
 1.4
  actual daily
 
 12 %
of total potential
 
1212
Expected Return
 0.04
  actual daily
 
 0 %
of total potential
 
00
Risk-Adjusted Return
 0.03
  actual daily
 
 2 %
of total potential
 
22
Based on monthly moving average FRANKLIN LIFESMART is performing at about 2% 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.

About FRANKLIN LIFESMART Performance

To evaluate FRANKLIN LIFESMART 2045 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 2045 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.
Under normal market conditions, the investment manager 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. Franklin Templeton is traded on NASDAQ Exchange in the United States.

Things to note about FRANKLIN LIFESMART 2045

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 2045 help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

FRANKLIN LIFESMART Alerts

Equity Alerts and Improvement Suggestions

FRANKLIN LIFESMART is unlikely to experience financial distress in the next 2 years
The fund retains 93.08% of its assets under management (AUM) in equities
Please check Investing Opportunities. Note that the FRANKLIN LIFESMART 2045 information on this page should be used as a complementary analysis to other FRANKLIN LIFESMART'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 Equity Analysis module to research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities.

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When running FRANKLIN LIFESMART 2045 price analysis, check to measure FRANKLIN LIFESMART's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy FRANKLIN LIFESMART is operating at the current time. Most of FRANKLIN LIFESMART's value examination focuses on studying past and present price action to predict the probability of FRANKLIN LIFESMART's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move FRANKLIN LIFESMART's price. Additionally, you may evaluate how the addition of FRANKLIN LIFESMART to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between FRANKLIN LIFESMART's value and its price as these two are different measures arrived at by different means. Investors typically determine FRANKLIN LIFESMART value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, FRANKLIN LIFESMART's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.