FQTEX Mutual Fund

FQTEX Mutual Fund (Franklin Templeton SMACS: Series E Advisor Class) is managed by Franklin Templeton Investments (US). holding 122 positions across sectors including Industrials, Financials, Health Care. Inception date: 2019-06-03.

FQTEX performance shows a YTD return of 8.71%. The 1-year return is 21.14% and the 5-year return is 11.75%. FQTEX dividend yield stands at 6.53%, paid monthly.

FQTEX top holdings include Boeing Co 6 10/15/2027 (4.3%), Ares Management Corp Preferred Stock 10/27 6.75 (3.5%), Nextera Energy Inc. (3.5%), Rbc Capital Markets Repo (3.0%), Unitedhealth Group Incorporated (3.0%). Go to all FQTEX holdings, FQTEX sectors, or FQTEX dividends.

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