- Franklin Resources has total assets under management (AUM) of $1.61 trillion.
- Within its AUM, the company manages $441.3 billion in fixed income assets.
- The firm also oversees $656.1 billion in equity assets.
- Recent investment activity includes 2 buys, 6 holds, and 5 sells.
A look at Franklin Resources Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 4 | |
| Dividend | 5 | |
| Growth | 2 | |
| Resilience | 3 | |
| Momentum | 5 | |
| OVERALL SMART SCORE | 3.8 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Franklin Resources, known as Franklin Templeton Investments, offers investment advisory services to a wide range of investors, including mutual funds, retirement accounts, institutions, and high net worth individuals. The company manages a diverse portfolio of asset classes such as global equity, fixed income, money funds, alternative investments, and hedge funds. Smartkarma’s analysis of Franklin Resources reveals promising scores in key areas: a strong value score of 4, indicating good value relative to the stock’s price, and a top-notch dividend score of 5, reflecting a robust dividend payment track record.
However, the company’s growth score is rated lower at 2, suggesting potential room for improvement in this area. On the bright side, Franklin Resources scores well in resilience with a score of 3, indicating a level of stability in challenging market conditions. Additionally, the momentum score of 5 implies a positive upward trend in the company’s performance. Based on these scores, Franklin Resources shows strength in value, dividends, and momentum, although there may be opportunities for growth and enhancing resilience in the long term.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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