Advertisement
Skip to Content

Franklin Rising Dividends Adv FRDAX

Quantitative rating as of
  • NAV / 1-Day Return 84.38  /  1.58 %
  • Total Assets 24.9 Bil
  • Adj. Expense Ratio
    0.590%
  • Expense Ratio 0.600%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 1.14%
  • Turnover 3%

Morningstar’s Analysis FRDAX

Will FRDAX outperform in future?

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

Summary

|

Franklin Rising Dividends Adv's Average People Pillar and Process Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

Unlock our full analysis with Morningstar Investor