Morningstar

Franklin Rising Dividends Fund Class A FRDPX

Morningstar Medalist Rating
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Medalist Rating as of See Franklin Templeton Investment Hub
  • NAV / 1-Day Return $97.01  /  +0.77 %
  • Fund Size $26.6B
  • Adjusted Expense Ratio 0.830%
  • Net Expense Ratio 0.820%
  • Fee Level: Distribution Low
  • Share Class Type Front Load
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.67%
  • Turnover Ratio 11%
NAV and 1-Day Return as of

Morningstar’s Analysis FRDPX

Will FRDPX outperform in the 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 FRDPX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

A reasonable dividend-growth strategy.

Analyst Michael Dobson

Michael Dobson

Analyst

Summary

Franklin Rising Dividends achieves its aim for dividend growth, but it lacks an edge over competitors. This strategy is also offered in Canada as Franklin U.S. Rising Dividends.

by Michael Dobson
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Portfolio Holdings FRDPX

More FRDPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.70 2B
Technology

Broadcom Inc

4.67 1B
Technology

Apple Inc

4.52 1B
Technology

JPMorgan Chase & Co

4.25 1B
Financial Services

Eli Lilly and Co

3.97 1B
Healthcare

Visa Inc Class A

3.65 994M
Financial Services

Johnson & Johnson

2.87 782M
Healthcare

Walmart Inc

2.78 759M
Consumer Defensive

Morgan Stanley

2.46 670M
Financial Services

Oracle Corp

2.37 646M
Technology

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