simple trading strategy in r

Address And Details

One Franklin Pkwy , San Mateo, CA 94403
Fund Manager	Team Managed
Manager Incumbency

Strategy And Target

Franklin Income Monetary fund seeks income piece maintaining prospects for upper-case letter appreciation by investment in a diversified portfolio of debt and securities. It searches for undervalued or out-of-favor securities believed to declare oneself opportunities for of import growth. The Investment company's comparative indices are Sdanamp;P 500 Index and Bloomberg Barclays U.S. Mass Index.

Net Plus Value

Public presentation

1 Calendar week
+0.81%

1 Month
+4.20%

3 Months
+2.06%

1 Twelvemonth Return
+10.22%

5 Year Return
+8.77%

Equity Sphere Breakdown

	Utilities	9.54%
	Technology	6.62%
	Energy	6.03%
	Health	5.53%
	IndustrialCyclical	5.37%
	NonDurables	4.87%
	Finance	4.66%
	RetailTrade	1.59%
	Services	0.03%
	ConsumerDurables	n/a

Plus Allocation

Asset Type		% Of Parcelling
	Stocks	43.37%
	ForeignStocks	4.26%
	Transmutable	2.89%
	Preferred	0.03%
	John Cash	0.00%
	Bonds	0.00%
	Another	0.00%
	ForeignBonds	0.00%
	ForeignHedged	0.00%

Total Net Assets		263.32 M

Risk Measures

Criteria	3 Years	5 Years	10 Years
Alpha	-3.85	-3.52	-2.61
Beta	0.60	0.58	0.61
R Squared	0.83	0.80	0.76
Std Deviation	12.26	10.02	9.14
Sharpe Ratio	0.66	0.63	n/a

Purchase Info

as of 5:43 PM ET 12/29/2021

Minimum Initial	$1000
Minimum Additive	$0
Minimum Initial IRA	$250

Performance

Timeframe	Average Period Current Performance Monthly As Of 12/31/2021	Average Annual Current Performance Quarterly As Of 09/30/2021	Avg Annual Current Performance Monthly Eastern Samoa Of 12/31/2021	Avg Annual Current Carrying out Quarterly As Of 09/30/2021
1 Year	+17.16%	+24.75%	+17.16%	+24.75%
3 Class	+11.68%	+7.35%	+11.68%	+7.35%
10 Year	+7.31%	+7.57%	+7.31%	+7.57%
Spirit Of Fund	+7.08%	+6.91%	+7.08%	+6.91%

Peak 10 Holdings

Symbolisation	Caller Name	% Of Assets
MRK	MERCK danamp; Cobalt INC	2.08%
VZ	VERIZON COMMUNICATIONS INC	1.87%
PFE	PFIZER Iraqi National Congress	1.86%
CVX	CHEVRON CORP	1.69%
SO	SOUTHERN CO/THE	1.46%
ABBV	ABBVIE INC	1.34%
JNJ	Johnson danAMP; JOHNSON	1.23%
XOM	EXXON MOBIL CORP	1.22%
D	DOMINION ENERGY INC	1.21%
LMT	LOCKHEED MARTIN Corporation	1.19%