Franklin Equity is trading at 34.12 as of the 7th of January 2026; that is 0.56% increase since the beginning of the trading day. The fund's open price was 33.93. Franklin Equity 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 January 2024 and ending today, the 7th of January 2026. Click here to learn more.
The fund normally invests at least 80 percent of its net assets in equity securities, including securities convertible into common stocks. It generally invests predominantly in common stocks, and the remainder of its assets in other equity-related instruments such as convertible securities and equity-linked notes . More on Franklin Equity Income
Franklin Equity Income [FREIX] is traded in USA and was established 7th of January 2026. Franklin Equity is listed under Franklin Templeton Investments category by Fama And French industry classification. The fund is listed under Large Value category and is part of Franklin Templeton Investments family. The entity is thematically classified as Consumer Funds. This fund currently has accumulated 2.26 B in assets under management (AUM) with no minimum investment requirementsFranklin Equity Income is currently producing year-to-date (YTD) return of 8.52% with the current yeild of 0.02%, while the total return for the last 3 years was 14.55%.
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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 Equity Income 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 Equity Income Mutual Fund Constituents
Other Information on Investing in Franklin Mutual Fund
Franklin Equity 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 Equity security.