FRDAX Mutual Fund

FRDAX Mutual Fund (Franklin Rising Dividends Fund Advisor Class) is managed by Franklin Templeton Investments (US) with $3.11B in net assets. FRDAX expense ratio is 0.58%, holding 58 positions across sectors including Information Technology, Health Care, Financials. Inception date: 2005-10-03.

FRDAX performance shows a YTD return of 7.75%. The 1-year return is 12.62% and the 5-year return is 7.99%. FRDAX dividend yield stands at 0.95%, paid quarterly.

FRDAX top holdings include Microsoft Corp (5.5%), Broadcom Inc (4.8%), Eli Lilly & Co. (4.2%), Apple, Inc (4.1%), Jpmorgan Chase (3.9%). Go to all FRDAX holdings, FRDAX sectors, or FRDAX dividends.

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