FBDIX Rating, Research - Franklin Biotechnology Discovery A

Franklin Biotechnology Discovery A (fbdix)

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Short Term Rating Stock Ratings Help
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Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
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Geographic Allocation (% of Port)

North America
Europe
Asia
South America
Africa
Australia + Pacific Islands
Long Term Rating Stock Ratings Help

HOLD

SWOT Statistics

Strengths + Opportunities = 38

Threats + Weaknesses = 30

When strengths & opportunities substantially exceed threats & weaknesses an investment in the fbdix mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Franklin Biotechnology Discovery A (FBDIX) Description: FBDIX is a mutual fund, which is an investment that owns a basket of assets. The FBDIX mutual fund was provided by Franklin and this investment vehicle derives the majority of its value from equity holdings (stocks). Franklins mutual fund has a long management tenure and is in the average fund size classification. FBDIXs minimum initial investment amount is $1000 while the IRA minimum is $250. FBDIXs expense ratio is roughly 1%. The latest FBDIXs front end load was 6% and the back end load was 0%. The Franklin Biotechnology Discovery A (FBDIX) mutual fund falls under the health category. FBDIX focuses its investments in USA and FBDIX is focused on the health industry or fund sector. The Franklin Biotechnology Discovery A (FBDIX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find FBDIXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of FBDIXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. The fund invests at least 80% of net assets in securities of biotechnology companies and discovery research firms. It predominantly invests in equity securities (see equity research), primarily common stock. The fund may also invest up to 20% of net assets in equity or debt securities of any type of foreign or U.S. issuer. The funds non-diversified.


Management Analysis Update

The fbdix fund does not have a history of big fund withdrawals. This helps reduce large tax payments to current investors.


Performance Analysis Update