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Morningstar

Franklin Rising Dividends Adv FRDAX

Morningstar Analyst Rating
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%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis FRDAX

Will FRDAX 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 FRDAX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the FRDAX 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 FRDAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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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.

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