FKSAX Mutual Fund

FKSAX Mutual Fund (Franklin Core Plus Bond Fund Advisor Class) is managed by Franklin Templeton Investments (US) with $606.8M in net assets. FKSAX expense ratio is 0.47%, holding 3449 positions across sectors including Financials, Utilities, Energy. Inception date: 1999-08-12.

FKSAX performance shows a YTD return of -0.26%. The 1-year return is 3.05% and the 5-year return is 1.58%. FKSAX dividend yield stands at 4.58%, paid monthly.

FKSAX top holdings include Fnma Tba 30 Yr 5.5 Single Family Mortgage (15.2%), Institutional Fiduciary Trust - Money Market Portfolio (4.8%), Treasury Bond (Otr) 4.25% Aug 15, 2054 (4.6%), Umbs Tba 30Yr 2.5% February Delivery (3.6%), Gnma Ii Tba 30Yr 6% Mar 23 (3.1%). Go to all FKSAX holdings, FKSAX sectors, or FKSAX dividends.

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