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Morningstar

Franklin Equity Income A FISEX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 28.94  /  0.24 %
  • Total Assets 3.7 Bil
  • Adj. Expense Ratio
    0.820%
  • Expense Ratio 0.850%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 2.32%
  • Turnover 25%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:10 PM GMT+00:00

Morningstar’s Analysis FISEX

Will FISEX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FISEX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the FISEX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of FISEX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Hybrid securities boost yield and ease volatility at this decent income strategy.

Analyst

Summary

| by Drew Carter

Franklin Equity Income augments its steady stock-picking approach with hybrid securities that boost yield, earning its two cheaper share classes a Morningstar Analyst Rating of Bronze, while the remaining shares are rated Neutral.

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