Franklin Convertible Securities C's Average People Pillar and Process Pillar ratings aren't enough to prevent other weaknesses from sending this strategy to a Morningstar Quantitative Rating of Negative. 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.
- NAV / 1-Day Return 19.79 / 0.92 %
- Total Assets 2.9 Bil
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Adj. Expense Ratio
- Expense Ratio 1.580%
- Distribution Fee Level Low
- Share Class Type Level Load
- Category Convertibles
- Investment Style —
- Min. Initial Investment 1,000
- Status Limited
- TTM Yield 0.00
- Turnover 7%
Morningstar’s Analysis FROTX
Will FROTX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.