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Franklin Equity Income A FISEX

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%

Morningstar’s Analysis FISEX

Will FISEX outperform in future?

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

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

Summary

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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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