Franklin Rising Dividends Fund Quote
| FRDTX Fund | USD 99.47 0.81 0.82% |
Performance9 of 100
| Odds Of DistressLess than 19
|
Franklin Rising is trading at 99.47 as of the 26th of November 2024; that is 0.82 percent increase since the beginning of the trading day. The fund's open price was 98.66. Franklin Rising has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading 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 27th of October 2024 and ending today, the 26th 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
Moving against Franklin Mutual Fund
Franklin Mutual Fund Highlights
| Fund Concentration | Franklin Templeton Investments Funds, Large Blend Funds, Large Blend, Franklin Templeton Investments (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of February 2023 |
| Fiscal Year End | September |
Franklin Rising Dividends [FRDTX] is traded in USA and was established 26th 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 26.65 B in assets under management (AUM) with no minimum investment requirementsFranklin Rising Dividends is currently producing year-to-date (YTD) return of 13.26% with the current yeild of 0.0%, while the total return for the last 3 years was 4.32%.
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
| LIN | Linde plc Ordinary | Stock | Materials | |
| ADI | Analog Devices | Stock | Information Technology | |
| WST | West Pharmaceutical Services | Stock | Health Care | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| TXN | Texas Instruments Incorporated | Stock | Information Technology | |
| TGT | Target | Stock | Consumer Staples | |
| SYK | Stryker | Stock | Health Care | |
| RTX | Raytheon Technologies Corp | Stock | Industrials |
Franklin Rising Dividends Risk Profiles
| Mean Deviation | 0.5116 | |||
| Semi Deviation | 0.5092 | |||
| Standard Deviation | 0.6424 | |||
| Variance | 0.4126 |
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.
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