Franklin Rising is trading at 101.75 as of the 27th of November 2024; that is 0.32% increase since the beginning of the trading day. The fund's open price was 101.43. Franklin Rising has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. Equity ratings for Franklin Rising Dividends are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 7th of May 2023 and ending today, the 27th of November 2024. Click here to learn more.
The fund invests at least 80 percent of its net assets in investments of companies that have paid consistently rising dividends. It invests predominantly in equity securities, primarily common stock. The fund may invest in companies of any size, across the entire market spectrum. More on Franklin Rising Dividends
Franklin Rising Dividends [FRDRX] is traded in USA and was established 27th of November 2024. Franklin Rising is listed under Franklin Templeton Investments category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Franklin Templeton Investments family. This fund currently has accumulated 20.11 B in assets under management (AUM) with no minimum investment requirementsFranklin Rising Dividends is currently producing year-to-date (YTD) return of 15.65% with the current yeild of 0.01%, while the total return for the last 3 years was 5.64%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Franklin Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Franklin Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Franklin Rising Dividends Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Franklin Rising Dividends Mutual Fund Constituents
Other Information on Investing in Franklin Mutual Fund
Franklin Rising financial ratios help investors to determine whether Franklin Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Franklin with respect to the benefits of owning Franklin Rising security.