Franklin Rising Dividends Fund Quote
| FRDAX Fund | USD 87.47 0.10 0.11% |
PerformanceVery Weak
| Odds Of DistressLow
|
Franklin Rising is trading at 87.47 as of the 23rd of March 2025; that is 0.11 percent down since the beginning of the trading day. The fund's open price was 87.57. 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 23rd of December 2024 and ending today, the 23rd of March 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 against Franklin Mutual Fund
Franklin Mutual Fund Highlights
| Fund Concentration | Franklin Templeton Investments Funds, Large Value Funds, Large Blend Funds, Large Blend, Franklin Templeton Investments, Large Blend, Large Blend (View all Sectors) |
| Update Date | 31st of March 2025 |
Franklin Rising Dividends [FRDAX] is traded in USA and was established 23rd of March 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 minimum initial investment of 100 K. Franklin Rising Dividends is currently producing year-to-date (YTD) return of 1.27% with the current yeild of 0.01%, while the total return for the last 3 years was 7.52%.
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 | 0.7571 | |||
| Standard Deviation | 1.23 | |||
| Variance | 1.51 | |||
| Risk Adjusted Performance | (0.14) |
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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| Fundamental Analysis View fundamental data based on most recent published financial statements |