(INCE) Franklin Income Equity Focus - Ratings and Ratios
Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • • Large Blend
INCE: Stocks, Bonds, Derivatives
The Franklin Income Equity Focus ETF (NYSE ARCA: INCE) is a large-cap blend ETF primarily designed to provide exposure to U.S. equity securities. Under normal market conditions, the fund allocates at least 80% of its net assets to equity securities, including derivatives such as futures and options, which are used to gain or reduce exposure to specific securities or market sectors. These derivatives are selected for their economic characteristics, which align with the funds objective of achieving a combination of income and capital appreciation.
As of the latest data, INCE has an average trading volume of 5,055 shares over the past 20 days, with a last price of $56.66. The funds short-term technical outlook is mixed, with its price slightly below the 20-day SMA of $57.32 but above the 50-day SMA of $56.43. The 200-day SMA of $55.34 indicates longer-term support. The Average True Range (ATR) of 0.44 reflects low volatility, suggesting a stable trading range. With assets under management (AUM) of $95.43 million, INCE operates with moderate scale, allowing for diversified exposure to large-cap U.S. equities.
Additional Sources for INCE ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
INCE ETF Overview
Market Cap in USD | 93m |
Category | Large Blend |
TER | 0.29% |
IPO / Inception | 2016-09-20 |
INCE ETF Ratings
Growth 5y | 80.3% |
Fundamental | - |
Dividend | 68.2% |
Rel. Strength | -1.04 |
Analysts | - |
Fair Price Momentum | 59.14 USD |
Fair Price DCF | - |
INCE Dividends
Dividend Yield 12m | 3.30% |
Yield on Cost 5y | 6.46% |
Annual Growth 5y | 24.94% |
Payout Consistency | 96.0% |
INCE Growth Ratios
Growth Correlation 3m | 38% |
Growth Correlation 12m | 79.7% |
Growth Correlation 5y | 90.2% |
CAGR 5y | 14.45% |
CAGR/Max DD 5y | 0.79 |
Sharpe Ratio 12m | 0.21 |
Alpha | 0.32 |
Beta | 0.57 |
Volatility | 11.82% |
Current Volume | 1.1k |
Average Volume 20d | 6.5k |
As of March 29, 2025, the stock is trading at USD 56.09 with a total of 1,100 shares traded.
Over the past week, the price has changed by -0.65%, over one month by -2.24%, over three months by +2.08% and over the past year by +6.47%.
Yes. Based on ValueRay Analyses, Franklin Income Equity Focus (NYSE ARCA:INCE) is currently (March 2025) a good stock to buy. It has a ValueRay Growth Rating of 80.34 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of INCE as of March 2025 is 59.14. This means that INCE is currently overvalued and has a potential downside of 5.44%.
Franklin Income Equity Focus has no consensus analysts rating.
According to ValueRays Forecast Model, INCE Franklin Income Equity Focus will be worth about 64.8 in March 2026. The stock is currently trading at 56.09. This means that the stock has a potential upside of +15.53%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 64.8 | 15.5% |