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Franklin Equity Income A FISEX

Analyst rating as of
NAV / 1-Day Return
28.13  /  1.77 %
Total Assets
2.9 Bil
Adj. Expense Ratio
0.860%
Expense Ratio
0.860%
Fee Level
Low
Longest Manager Tenure
15.44 years
Category
Large Value
Investment Style
Large Value
Min. Initial Investment
1,000
Status
Open
TTM Yield
2.22%
Turnover
Premium

Morningstar’s Analysis

Will FISEX outperform in future?

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

Increased conviction in the strategy’s process leads to an upgrade.

Summary

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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.

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