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Nasdaq - Delayed Quote USD
Franklin U.S. Core Equity Advisor (FCEUX)
14.87
-0.93
(-5.89%)
At close: April 4 at 8:00:40 PM EDT
Fund Summary
Under normal market conditions, the fund invests at least 80% of its net assets in U.S. equity securities. It may invest in equity securities of any capitalization and primarily invests in common stock. The fund's investable universe typically includes equity securities of companies in the Russell 1000 Index.
Risk Overview
| Morningstar Risk Rating | -- |
| Best 1Y Total Return | 31.40% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 4 |
| Number of Years Down | 1 |
Performance & Risk
| YTD Return | -8.46% |
| 5y Average Return | 18.93% |
| Rank in Category (ytd) | -- |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.96 |
| Morningstar Risk Rating | -- |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| FCEUX | Category Average | FCEUX | Category Average | FCEUX | Category Average | |
| Alpha | 1 | -0.01 | 0.75 | -0.01 | -- | -0.01 |
| BETA | 0.96 | 0.01 | 0.97 | 0.01 | -- | 0.01 |
| Mean Annual Return | 0.91 | 0.01 | 1.57 | 0.01 | -- | 0.01 |
| R-squared | 97.42 | 0.94 | 97.82 | 0.95 | -- | 0.95 |
| Standard Deviation | 16.89 | 0.17 | 16.62 | 0.19 | -- | 0.15 |
| Sharpe Ratio | 0.38 | 0 | 0.97 | 0.01 | -- | 0.01 |
| Treynor Ratio | 5.6 | 0.03 | 16.69 | 0.1 | -- | 0.1 |
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