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Franklin Convertible Securities C FROTX

Quantitative rating as of
  • NAV / 1-Day Return 19.79  /  0.92 %
  • Total Assets 2.9 Bil
  • Adj. Expense Ratio
    1.570%
  • 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.

Summary

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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.

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