393 Shares in Invesco QQQ QQQ Acquired by Jackson Thornton Wealth Management LLC
| FMTZX Fund | USD 17.25 0.02 0.12% |
Slightly above 55% of Franklin Moderate's investor base is interested to short. The analysis of overall sentiment of trading Franklin Moderate Allocation mutual fund suggests that many investors are impartial at this time. Franklin Moderate's investing sentiment can be driven by a variety of factors including economic data, Franklin Moderate's earnings reports, geopolitical events, and overall market trends.
Franklin |
Jackson Thornton Wealth Management LLC acquired a new position in Invesco QQQ during the second quarter, according to the company in its most recent Form 13F filing with the Securities Exchange Commission. The firm acquired 3 shares of the exchange traded funds stock, valued at approximately 217,000. A number of
Read at thelincolnianonline.com
 |
Franklin Moderate Fundamental Analysis
We analyze Franklin Moderate's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Franklin Moderate using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Franklin Moderate 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.
Minimum Initial Investment
Minimum Initial Investment Comparative Analysis
Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
Franklin Moderate Potential Pair-trading
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Franklin Moderate mutual fund to make a market-neutral strategy. Peer analysis of Franklin Moderate could also be used in its relative valuation, which is a method of valuing Franklin Moderate by comparing valuation metrics with similar companies.
Peers
Franklin Moderate Related Equities
| BHYRX | Blackrock High | 0.28 | ||||
| JCTFX | John Hancock | 0.15 | ||||
| FHYIX | Franklin High | 0.11 | ||||
| RTHAX | Tax-exempt High | 0.10 | ||||
| SMHYX | Aim Counselor | 0.1 | ||||
| PRFHX | T Rowe | 0.09 |
Other Information on Investing in Franklin Mutual Fund
Franklin Moderate 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 Moderate security.
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity | |
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine | |
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios |