FRDTX Mutual Fund

FRDTX Mutual Fund (Franklin Rising Dividends Fund Class C) is managed by Franklin Templeton Investments (US) with $2.49B in net assets. FRDTX expense ratio is 1.58%, holding 58 positions across sectors including Information Technology, Health Care, Financials. Inception date: 1995-05-01.

FRDTX performance shows a YTD return of 7.91%. The 1-year return is 10.06% and the 5-year return is 9.43%. FRDTX dividend yield stands at 8.94%, paid annually.

FRDTX top holdings include Microsoft Corp (6.1%), Broadcom Inc (4.9%), Apple, Inc (4.4%), Jpmorgan Chase (4.2%), Eli Lilly & Co. (4.0%). Go to all FRDTX holdings, FRDTX sectors, or FRDTX dividends.

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