FRDRX Mutual Fund

FRDRX Mutual Fund (Franklin Rising Dividends Fund Class R) is managed by Franklin Templeton Investments (US) with $196.4M in net assets. FRDRX expense ratio is 1.08%, holding 58 positions across sectors including Information Technology, Health Care, Financials. Inception date: 2002-01-02.

FRDRX performance shows a YTD return of 7.45%. The 1-year return is 12.06% and the 5-year return is 6.67%. FRDRX dividend yield stands at 0.47%, paid quarterly.

FRDRX top holdings include Microsoft Corp (6.1%), Broadcom Inc (4.7%), Apple, Inc (3.8%), Jpmorgan Chase (3.7%), Walmart, Inc. (3.5%). Go to all FRDRX holdings, FRDRX sectors, or FRDRX dividends.

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