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Franklin Income A (FKINX) Fund Ranking and Research

Ranking, Research and Recommendation of Franklin Income A (FKINX) Fund

    Last Trade: $2.40 on 12/19/2014, Change: +0.02 (0.84%)

 

Graph of Franklin Income A Fund (FKINX) ManagerFund Manager - Edward W. Perks

Fund Manager Information

Fund Manager Tenure: 12.6 years
Fund Family: Franklin Templeton Investments
Fund Category: Conservative Allocation
Fund Performance: Nov 29, 2014
Fundmojo Fund Grade: A+ (Score: 0.8)     (What does this score mean?)

 

Graph of Franklin Income A Fund (FKINX) ProfileFranklin Income A Fund (FKINX) Profile

Fund Profile and Description

Franklin Income A Fund seeks to maximize income while maintaining prospects for capital appreciation. Franklin Income A Fund normally invests in a diversified portfolio of debt and equity securities. It may invest up to 100% of total assets in debt securities that are rated below investment-grade, but it is not currently expected that the fund will invest more than 50% of assets in these securities. Franklin Income A Fund seeks income by selecting investments such as corporate, foreign and U.S. Treasury bonds, as well as stocks with attractive dividend yields. It may also invest up to 25% of assets in foreign securities.

 

Franklin Income A (FKINX) Fund Strength What we like about Franklin Income A (FKINX) Fund

Data for Franklin Income A Fund (FKINX) as of Nov 29, 2014

  • Franklin Income A Fund (FKINX) management has been with Franklin Income A Fund for 12.6 years
  • Franklin Income A Fund (FKINX) has good short-term performance (1-year return 7.65% vs 5.78% Conservative Allocation category median performance)
  • Franklin Income A Fund (FKINX) has good mid-term performance (3-year return 12.16% vs 7.98% Conservative Allocation category median performance)
  • Franklin Income A Fund (FKINX) has good Long-term performance (5-year return 10.58% vs 7.28% Conservative Allocation category median performance)
  • Franklin Income A Fund (FKINX) ratio of up-years vs down years is greater than 2
  • Franklin Income A Fund (FKINX) has a Morningstar rating of 4 and above
  • Franklin Income A Fund (FKINX) has a lower expense ratio than its Conservative Allocation average: 0.61% vs 0.83%

Franklin Income A Fund (FKINX) Weakness What we are cautious about Franklin Income A (FKINX) Fund

Data for Franklin Income A Fund (FKINX) as of Nov 29, 2014

  • Franklin Income A Fund (FKINX) has an annual stock turnover rate of 36.03% that is higher than the Conservative Allocation average of 32.66%. This could mean Franklin Income A is more nimble, but also signal potential high tax impact and high trading fees
  • Franklin Income A Fund (FKINX) is more volatile than its peers as it has a 3-year Standard Deviation of 6.84 that is higher than category average of 4.81
  • Franklin Income A Fund (FKINX) carries a 4.25% load
  • Asset base in Franklin Income A Fund (FKINX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See Franklin Income A Fund (FKINX) performance details as of Nov 29, 2014

 

What do you think?

 

Compare Franklin Income A Fund (FKINX)Compare with other top Conservative Allocation category mutual funds

Aadditional top Conservative Allocation mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Franklin Income A5.857.6512.1610.58
Hartford Balanced Income I (HBLIX)8.429.8212.2211.16Compare
Voya Strategic Allocation Conservative S (ISCVX)7.138.1210.548.82Compare
James Balanced: Golden Rainbow Instl (GLRIX)7.338.159.869.48Compare

See top fund managers for Conservative Allocation Category Funds

 

Compare Franklin Income A Fund (FKINX)Compare with Conservative Allocation category ETFs

Some Conservative Allocation ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares S&P Moderate Allocation (AOM)5.17%5.93%8.08%
iShares S&P Conservative Allocation (AOK)4.52%4.95%6.07%
TDX Independence In-Target ETF (TDX)0.49%2.17%6.28%
PowerShares CEF Income Composite (PCEF)7.57%10.01%9.75%

 

Graph of Franklin Income A Fund (FKINX) Net Asset TrackingFranklin Income A (FKINX) Fund Net Asset

Track net asset change of Franklin Income A fund (FKINX)

DateNet Asset
11/2014$94.31B
10/2014$94.31B
09/2014$97.02B
More historic net asset information on Franklin Income A Fund (FKINX)

  

Graph of Franklin Income A Fund (FKINX) Portfolio TrackingFranklin Income A (FKINX) Fund Portfolio Allocation

Track portfolio allocation change of Franklin Income A fund (FKINX)

DateCashStockBondOther
09/20141.47%49.35%35.23%5.94%
06/20143.33%47.91%34.72%5.71%
03/20146.68%46.81%34.96%4.02%
Click here to see more historic asset allocation information on Franklin Income A Fund (FKINX)

 

graph of Franklin Income A Fund (FKINX) Top 10 Position TrackingTop 10 Holdings in Franklin Income A (FKINX) Fund

Discover what Franklin Income A Fund (FKINX) manager is buying

Sep 29, 2014
Royal Dutch Shell PLC ADR Class A [1.94%]
BP [1.54%]
Pfizer, Inc. Common Stock [1.41%]
Target Corporation Common Stock [1.33%]
General Electric Company Common [1.32%]
Southern Company (The) Common S [1.27%]
Exelon Corporation Common Stock [1.22%]
E.I. du Pont de Nemours and Com [1.14%]
Chevron Corporation Common Stoc [1.14%]
Merck & Company, Inc. Common St [1.13%]

Jun 29, 2014
Royal Dutch Shell PLC ADR Class A [2.06%]
BP [1.65%]
Merck & Company, Inc. Common St [1.5%]
Exelon Corporation Common Stock [1.28%]
Southern Company (The) Common S [1.25%]
Pfizer, Inc. Common Stock [1.24%]
Chevron Corporation Common Stoc [1.22%]
General Electric Company Common [1.18%]
RIO TINTO [1.18%]
BHP Billiton PLC [1.18%]

Mar 30, 2014
Royal Dutch Shell PLC ADR Class A [2.18%]
BP [1.6%]
Merck & Company, Inc. Common St [1.57%]
Southern Company (The) Common S [1.29%]
General Electric Company Common [1.23%]
Exelon Corporation Common Stock [1.23%]
Chevron Corporation Common Stoc [1.18%]
RIO TINTO [1.17%]
AT&T Inc. [1.16%]
ROCHE HLDG AG DIV RT [1.13%]
Click here for Stock Holding Change Map in Franklin Income A Fund (FKINX)

  

Latest News on Franklin Income A (FKINX) Fund

See what is happening with Franklin Income A Fund (FKINX)

 

Franklin Income A Fund (FKINX) Related ResourcesSee more information on Franklin Income A (FKINX) Fund

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