Franklin Equity Income’s measured process has proven resilient, earning its two cheapest share classes a Morningstar Analyst Rating upgrade to Bronze with the remaining shares staying at Neutral.
Franklin Equity Income A FISEX
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
Increased conviction in the strategy’s process leads to an upgrade.
