FCSZX Mutual Fund

FCSZX Mutual Fund (Franklin Convertible Securities Fund Class Advisor) is managed by Franklin Templeton Investments (US) with $1.80B in net assets. FCSZX expense ratio is 0.57%, holding 76 positions across sectors including Information Technology, Consumer Discretionary, Financials. Inception date: 2008-05-15.

FCSZX performance shows a YTD return of 5.74%. The 1-year return is 8.02% and the 5-year return is 4.92%. FCSZX dividend yield stands at 1.71%, paid quarterly.

FCSZX top holdings include Fnma Pool Ma4783 Fn 10/52 Fixed 4 (3.6%), Ift - Money Market Port (3.3%), Welltower Op Llc Conv. Note (2.8%), Macom Technology Solutions Holding 0% Dec 15, 2029 0 (2.7%), Bruker Corp 2028-09-01 (2.5%). Go to all FCSZX holdings, FCSZX sectors, or FCSZX dividends.

FCSZX can be compared against other funds. Use FCSZX overlap to find shared positions, or FCSZX vs another fund for a side-by-side view. FCSZX alternatives are available via the screener, along with tax-loss harvesting opportunities.