FROTX Mutual Fund
FROTX Mutual Fund
Franklin Convertible Securities Fund Class C
FROTX Mutual Fund Overview
FROTX Mutual Fund (Franklin Convertible Securities Fund Class C) is managed by Franklin Templeton Investments (US). FROTX expense ratio is 1.57%, holding 74 positions across sectors including Other, Information Technology, Financials. Inception date: 1995-10-02.
FROTX performance shows a YTD return of 10.35%. The 1-year return is 20.67% and the 5-year return is 5.61%. FROTX dividend yield stands at 0.65%, paid quarterly.
FROTX top holdings include Institutional Fiduciary Trust - Money Market Portfolio (4.0%), Albemarle Corp. (2.8%), Welltower Op Llc Conv. Note 3.13 2029-07-15 (2.8%), Macom Technology Solutions Holding 0% Dec 15, 2029 0 (2.7%), Mks Inc Sr Unsecured 06/30 1.25 (2.7%). View all FROTX holdings, sector breakdown, or dividend history.
FROTX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FROTX alternatives are available via the screener, along with tax-loss harvesting opportunities.