Fkiqx Breakpoints (2024)

FAQs

Is Fkiqx a good investment? ›

The fund is managed by Franklin Templeton Investments and has a long track record of consistent returns and low expenses. It is suitable for investors seeking a conservative, income-focused investment option.

Overall Rating. Morningstar has awarded this fund 3 stars based on its risk-adjusted performance compared to the 680 funds within its Morningstar Category.

Over the past 75 calendar years, Franklin Income Fund–Class A (Without Sales Charge) has had positive returns in 60 years (80% of the time) and 15 years of negative returns. Additionally, if you look at the periods following down years, you'll see how well the fund rebounded.

The forward dividend yield for FKINX as of Sept. 2, 2024 is 5.45%. Average dividend growth rate for stock Franklin Income Fund Class A1 (FKINX) for past three years is 9.70%.

The fund's top holdings are in Royal Dutch Shell, Basf SE, Wells Fargo, General Electric and DowDuPont. As of November 27, 2023, the fund has assets totaling almost $67.67 billion invested in 673 different holdings.

Ramsey often recommends allocating investments into four types of mutual funds: growth, growth and income, aggressive growth, and international funds. This diversification strategy helps protect against market volatility and ensures a balanced approach to retirement savings.

For now, Franklin's earnings remain under pressure — thanks to free spending in flusher days. “In the past, Franklin has been more concerned about growing assets than cost cutting and running operations efficiently,” says mutual fund analyst Mario Cibelli of Robotti & Co.

Is Franklin Mutual Fund safe? ›

The ELSS fund is doing ok from past 5 years. Performance is average and increased dividend is paid every year in January. The Short term Income Plan was closed during Covid however most of the money has been returned with some gains. Franklin Templeton has 16 equity funds, 7 debt funds and 7 hybrid funds.

Money market accounts, certificates of deposit, cash management accounts and high-yield savings accounts all carry FDIC insurance. Treasury bills, notes and bonds are backed by the U.S. government, making them another low-risk investment option.

The fund has returned 1.23 percent over the past year, 6.89 percent over the past three years, 4.61 percent over the past five years and 4.33 percent over the past decade.

Overall Rating. Morningstar has awarded this fund 4 stars based on its risk-adjusted performance compared to the 191 funds within its Morningstar Category. How is it determined?

Cognition Therapeutics has 954.26% upside potential, based on the analysts' average price target. Cognition Therapeutics has a consensus rating of Moderate Buy which is based on 5 buy ratings, 2 hold ratings and 0 sell ratings. The average price target for Cognition Therapeutics is $7.50.

Class A1 shares of this fund are only open to existing Class A1 shareholders. New investors may purchase Class A shares of the fund: FKIQX.

Recursion Pharmaceuticals's analyst rating consensus is a Moderate Buy. This is based on the ratings of 6 Wall Streets Analysts.