FRETX : Franklin Equity Income Fund Class C

FRETX is a US Stocks Market Large Value with HIGH fees.

FRETX

Franklin Equity Income Fund Class C

FI Score

44 /100

Expense Ratio Rating

2 /10

Expense Rating

0 /10

Market Score

8 /10

Category Score

8 /10

Market Size

8 /10

44% FI Score
  • fretx
  • Mutual Fund
  • US Stocks
  • Large Value

Franklin Equity Income Fund Class C

Expenses: 1.60% (Better than 0% of similar funds)

This is a bad choice for a Large Value US Stocks fund. See why ยป

Fund Summary

The investment seeks to maximize total return. The fund normally invests at least 80% 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 (ELNs). The fund may invest in foreign securities including emerging markets, but does not currently anticipate investing more than 25% of its total assets in securities of issuers domiciled outside the United States.

Largest Holdings

Amount Holding
3.79% JPMorgan Chase & Co
3.26% Johnson & Johnson
2.91% Procter & Gamble Co
2.67% Microsoft Corp
2.54% NextEra Energy Inc
2.53% Verizon Communications Inc
2.49% Chevron Corp
2.42% PepsiCo Inc
2.41% Morgan Stanley
2.37% Duke Energy Corp
2.35% Coca-Cola Co
2.32% Medtronic PLC
2.30% Raytheon Technologies Corp
2.19% Walmart Inc
2.13% Bank of America Corp
2.02% Xcel Energy Inc
2.00% Pfizer Inc
1.94% Target Corp
1.93% Truist Financial Corp
1.92% Citigroup Inc
1.92% Becton, Dickinson and Co Pfd
1.74% UnitedHealth Group Inc
1.73% McDonald's Corp
1.71% Comcast Corp Class A
1.67% Republic Services Inc Class A

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