Franklin Rising Dividends Fund Quote

FRDRX Fund  USD 90.48  0.55  0.61%   

Performance

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Odds Of Distress

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Franklin Rising is trading at 90.48 as of the 17th of January 2025; that is 0.61% increase since the beginning of the trading day. The fund's open price was 89.93. Franklin Rising has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 18th of December 2024 and ending today, the 17th of January 2025. 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

Moving together with Franklin Mutual Fund

  0.99TEBIX Franklin Mutual BeaconPairCorr
  0.73TEDMX Templeton DevelopingPairCorr
  0.99TEDIX Franklin Mutual GlobalPairCorr
  0.99TEDSX Franklin Mutual GlobalPairCorr
  0.99TEDRX Franklin Mutual GlobalPairCorr
  0.71TEFRX Templeton ForeignPairCorr

Franklin Mutual Fund Highlights

Fund ConcentrationFranklin Templeton Investments Funds, Large Blend Funds, Large Blend, Franklin Templeton Investments, Large Blend, Large Blend (View all Sectors)
Update Date31st of December 2024
Franklin Rising Dividends [FRDRX] is traded in USA and was established 17th of January 2025. 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 0.2% with the current yeild of 0.01%, while the total return for the last 3 years was 4.46%.
Check Franklin Rising Probability Of Bankruptcy

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

LINLinde plc OrdinaryStockMaterials
ADIAnalog DevicesStockInformation Technology
WSTWest Pharmaceutical ServicesStockHealth Care
UNHUnitedHealth Group IncorporatedStockHealth Care
TXNTexas Instruments IncorporatedStockInformation Technology
TGTTargetStockConsumer Staples
SYKStrykerStockHealth Care
RTXRaytheon Technologies CorpStockIndustrials
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Franklin Rising Dividends Risk Profiles

Franklin Rising Against Markets

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.
Piotroski F Score
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