Mutual Fund Insights: Franklin Income B1 Fund (FICBX)

In-depth Analysis of Franklin Income B1 Fund (FICBX)

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See Franklin Income B1 Fund (FICBX) performance details as of February 28, 2010

  

Last Trade: $2.10 on 3/19/2010, Change: 0.00 (0%)

Experiment our closing price forecasting tool for Franklin Income B1 Fund (FICBX) (alpha release)

  

Fund Manager - Edward D. Perks

Fund Manager Tenure: 7.9 years
Fundmojo Fund Grade: D (Score: 0.47)     (What does this score mean?)

Edward D. Perks is a senior vice president of Franklin Advisers, Inc. Edward D. Perks joined Franklin Templeton Investments in 1992. Edward D. Perks holds the charted financial analyst designation.  Get more insights on Edward D. Perks

  

 What we like about Franklin Income B1 Fund (FICBX)

Data for Franklin Income B1 Fund (FICBX) as of February 28, 2010

• Franklin Income B1 Fund (FICBX) management has been with Franklin Income B1 Fund for 7.9 years
• Franklin Income B1 Fund (FICBX) has good short-term performance (1-year return 48.87% vs 30.03 % Conservative Allocation category average)
• Franklin Income B1 Fund (FICBX) has good Long-term performance (5-year return 2.97% vs 2.86 % Conservative Allocation category average)
• Franklin Income B1 Fund (FICBX) ratio of up-years vs down years is greater than 2
• Franklin Income B1 Fund (FICBX) has an annual stock turnover rate of 51.36% vs Conservative Allocation average of 126.79%. It is good that Franklin Income B1 management does not trade extensively for its return.

  

 What we are cautious about Franklin Income B1 Fund (FICBX)

Data for Franklin Income B1 Fund (FICBX) as of February 28, 2010

• Franklin Income B1 Fund (FICBX) has a less-than-ideal mid-term performance (3-year return -1.68% vs 0.52 % Conservative Allocation category average)
• Franklin Income B1 Fund (FICBX) has a Morningstar rating of 3 and below
• Franklin Income B1 Fund (FICBX) is less safe compared to its Conservative Allocation peers
• Franklin Income B1 Fund (FICBX) does not have a good risk adjusted return as its 3-year Alpha of -1.93 is worse than category average of -0.68, and its 3-year Sharpe ratio is -0.11
• Franklin Income B1 Fund (FICBX) is more volatile than its peers as it has a 3-year Standard Deviation of 17.42 that is higher than category average of 10.73
• Franklin Income B1 Fund (FICBX) has a higher management fee of 1.17% than its Conservative Allocation average of 0.85%
• Franklin Income B1 Fund (FICBX) carries a 4% load

See Franklin Income B1 Fund (FICBX) performance details as of February 28, 2010

  

  

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Franklin Income B1 Fund (FICBX) Net Asset

Track net asset change of Franklin Income B1 fund (FICBX)

Date	Net Asset
02/2010	$50.33B
01/2010	$35.86M
11/2009	$39.11M

More historic net asset information on Franklin Income B1 Fund (FICBX)

  

Franklin Income B1 Fund (FICBX) Portfolio Allocation

Track portfolio allocation change of Franklin Income B1 fund (FICBX)

Date	Cash	Stock	Bond	Other
09/2009	5.06%	25.03%	59.21%	10.7%
06/2009	3.5%	24.94%	62.35%	9.21%
03/2009	7.65%	28.8%	55.02%	8.53%

Click here to see more historic asset allocation information on Franklin Income B1 Fund (FICBX)

  

Most Recent Top 10 Holdings in Franklin Income B1 Fund (FICBX)

Discover what Franklin Income B1 Fund (FICBX) manager is buying

30-Sep-09 JPMORGAN CHASE & CO [1.76%] BK OF AMERICA CP [1.64%] Canadian Oil Sands Trust [1.57%] MERCK CO INC [1.53%] WELLS FARGO & CO NEW [1.19%] DUKE ENERGY CP HL CO [1.11%] DOLLAR GEN CORP [1.1%] First Data [1.04%] Clear Channel Communications I [1.02%] Bk Amer Pfd [1.01%]

30-Jun-09 Jpmorgan Chase FRN [1.83%] BK OF AMERICA CP [1.59%] MERCK CO INC [1.55%] Canadian Oil Sands Trust [1.49%] WELLS FARGO & CO NEW [1.32%] PUB ENTRPR GP [1.27%] Dollar Gen 10.625% [1.23%] DUKE ENERGY CP HL CO [1.18%] Cablevision Sys 8% [1.14%] Bk Amer Pfd [1.1%]

31-Mar-09 Public Service Enterprise Group [1.57%] Merck & Co., Inc [1.55%] Dollar Gen 10.625% [1.54%] Duke Energy Corp [1.44%] Canadian Oil Sands Trust [1.44%] Jpmorgan Chase FRN [1.43%] Cablevision Sys 8% [1.37%] Ford Motor Credit 7.875% [1.32%] FPL Group, Inc. [1.26%] Southern Company (The) [1.2%]

Click here for Stock Holding Change Map in Franklin Income B1 Fund (FICBX)

  

Related books and products to Franklin Income B1 Fund (FICBX)

  

Latest News on Franklin Income B1 (FICBX)

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Books and Resources

 

 

See more information on Franklin Income B1 Fund (FICBX)

• Franklin Income B1 Fund Insights
• Franklin Income B1 Fund Performance Data
• Franklin Income B1 Fund News
• Franklin Income B1 Fund Score Explaination
• Franklin Income B1 Fund Manager Information
• Historic Franklin Income B1 Fund Asset Allocation Report
• Historic Franklin Income B1 Fund Top 10 Holding Tracking
• Historic Franklin Income B1 Fund Asset Under Management Tracking