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Franklin Equity Income R FREIX

Analyst rating as of
NAV / 1-Day Return
27.54  /  1.18 %
Total Assets
2.8 Bil
Adj. Expense Ratio
1.110%
Expense Ratio
1.110%
Fee Level
Below Average
Longest Manager Tenure
15.41 years
Category
Large Value
Investment Style
Large Value
Min. Initial Investment
1,000
Status
Open
TTM Yield
2.01%
Turnover
Premium

Morningstar’s Analysis

Will FREIX outperform in future?

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

Increased conviction in the strategy’s process leads to an upgrade.

Summary

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Franklin Equity Income’s measured process has proven resilient, earning its two cheapest share classes a Morningstar Analyst Rating upgrade to Bronze with the remaining shares staying at Neutral.

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