- Franklin Resources oversees $1.66 trillion in assets under management (AUM).
- Fixed income assets account for $571.3 billion of the AUM.
- Equity assets comprise $603.7 billion of the total AUM.
- Recent analyst rating actions include: 0 buys, 8 holds, and 6 sells.
A look at Franklin Resources Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 5 | |
| Dividend | 5 | |
| Growth | 3 | |
| Resilience | 2 | |
| Momentum | 3 | |
| OVERALL SMART SCORE | 3.6 |
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, Inc., 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. Their expertise spans various asset classes such as global equity, fixed income, money funds, alternative investments, and hedge funds. According to Smartkarma Smart Scores, Franklin Resources receives top scores for Value and Dividend, indicating strong fundamentals in these areas.
Looking ahead, while Franklin Resources scores moderately in Growth and Momentum, its Resilience score lags behind. This suggests that the company may face some challenges in terms of adapting to changing market conditions or economic landscapes in the long run. Investors should consider these factors along with the company’s solid Value and Dividend scores when evaluating the potential long-term prospects of Franklin Resources.
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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