FREIX Mutual Fund
FREIX Mutual Fund
FREIX Mutual Fund
Franklin Equity Income Fund Class R
FREIX Mutual Fund Overview
FREIX Mutual Fund (Franklin Equity Income Fund Class R) is managed by Franklin Templeton Investments (US) with $7.5M in net assets. FREIX expense ratio is 1.05%, holding 92 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2002-08-01.
FREIX performance shows a YTD return of 14.43%. The 1-year return is 19.09% and the 5-year return is 10.52%. FREIX dividend yield stands at 1.30%, paid quarterly.
FREIX top holdings include Microsoft Corp (4.7%), Amazon.Com Inc (4.6%), Jpmorgan Chase (3.8%), Bank of America Corp.: Financials (3.1%), Johnson & Johnson - Common (2.9%). Go to all FREIX holdings, FREIX sectors, or FREIX dividends.
FREIX can be compared against other funds. Use FREIX overlap to find shared positions, or FREIX vs another fund for a side-by-side view. FREIX alternatives are available via the screener, along with tax-loss harvesting opportunities.