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Franklin Equity Income R FREIX

Analyst rating as of
NAV / 1-Day Return
29.87  /  0.27 %
Total Assets
3.6 Bil
Adj. Expense Ratio
1.100%
Expense Ratio
1.100%
Fee Level
Below Average
Longest Manager Tenure
17.16 years
Category
Large Value
Investment Style
Large Value
Min. Initial Investment
1,000
Status
Open
TTM Yield
1.86%
Turnover
25%

Morningstar’s Fund Analysis FREIX

Will FREIX outperform in future?

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

Hybrid securities boost yield and ease volatility at this decent income strategy.

Summary

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Franklin Equity Income augments its steady stock-picking approach with hybrid securities that boost yield, earning its two cheaper share classes a Morningstar Analyst Rating of Bronze, while the remaining shares are rated Neutral.

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