Skip to Content

Franklin Equity Income C FRETX

Analyst rating as of
NAV / 1-Day Return
30.44  /  1.07 %
Total Assets
3.2 Bil
Adj. Expense Ratio
1.600%
Expense Ratio
1.600%
Fee Level
Below Average
Longest Manager Tenure
15.61 years
Category
Large Value
Investment Style
Large Value
Min. Initial Investment
1,000
Status
Open
TTM Yield
1.38%
Turnover
27%
Premium

Morningstar’s Analysis

Will FRETX 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

| |

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.

Unlock our full analysis with Morningstar Premium