FSERX Mutual Fund
FSERX Mutual Fund
Franklin Real Estate Securities Fund Class R6
FSERX Mutual Fund Overview
FSERX Mutual Fund (Franklin Real Estate Securities Fund Class R6) is managed by Franklin Templeton Investments (US) with $4.2M in net assets. FSERX expense ratio is 0.66%, holding 40 positions across sectors including Real Estate, Industrials, Unknown. Inception date: 2013-05-01.
FSERX performance shows a YTD return of 13.13%. The 1-year return is 18.34% and the 5-year return is 3.79%. FSERX dividend yield stands at 1.81%, paid quarterly.
FSERX top holdings include Welltower Inc Health Care (10.4%), Prologis Inc (6.7%), Equinix, Inc. (6.5%), Realty Income Corp. - 756109104 (4.8%), Digital Realty Trust Inc (4.8%). View all FSERX holdings, sector breakdown, or dividend history.
FSERX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FSERX alternatives are available via the screener, along with tax-loss harvesting opportunities.