- Franklin Resources currently manages $1.62 trillion worth of assets.
- The total fixed income assets under the company’s management amount to $564.3 billion.
- Equity assets under Franklin Resources‘ management are valued at $572.8 billion.
- There has been an increase in assets under management (AUM), reflecting the impact of positive markets.
- The increase also includes long-term net inflows, particularly $5.5 billion from the retirement channel.
- A fixed income institutional client redemption of $2.0 billion has partially offset the increase in AUM.
- There have been no buys, 9 holds, and 6 sells in recent trading.
A look at Franklin Resources Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 4 | |
| Dividend | 4 | |
| Growth | 3 | |
| Resilience | 3 | |
| Momentum | 4 | |
| 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
According to Smartkarma’s Smart Scores, the long-term outlook for Franklin Resources looks positive. The company scores a 4 out of 5 in both Value and Dividend, indicating strong potential for growth and stable dividends for investors. With a score of 3 in both Growth and Resilience, the company is expected to continue expanding and weather any potential challenges in the market. Furthermore, Franklin Resources scores a 4 in Momentum, suggesting that it is performing well in terms of recent price trends.
Franklin Resources, also known as Franklin Templeton Investments, offers investment advisory services to a wide range of investors, including mutual funds, retirement accounts, and high net worth individuals. The company manages various asset classes, such as global equity, fixed income, and alternative investments. With its strong Smart Scores, Franklin Resources appears to be a promising choice for those looking to invest 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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