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Morningstar

Franklin Rising Dividends C FRDTX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 81.32  /  1.00 %
  • Total Assets 24.9 Bil
  • Adj. Expense Ratio
    1.590%
  • Expense Ratio 1.600%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.13%
  • Turnover 3%

USD | NAV as of Jan 30, 2023 | 1-Day Return as of Jan 30, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis FRDTX

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

People Pillar

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

Summary

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Franklin Rising Dividends C's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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