FRETX Mutual Fund
FRETX Mutual Fund
FRETX Mutual Fund
Franklin Equity Income Fund Class C
FRETX Mutual Fund Overview
FRETX Mutual Fund (Franklin Equity Income Fund Class C) is managed by Franklin Templeton Investments (US) with $214.2M in net assets. FRETX expense ratio is 1.55%, holding 92 positions across sectors including Financials, Information Technology, Health Care. Inception date: 1995-10-02.
FRETX performance shows a YTD return of 14.08%. The 1-year return is 18.49% and the 5-year return is 10.29%. FRETX dividend yield stands at 0.84%, paid quarterly.
FRETX 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 FRETX holdings, FRETX sectors, or FRETX dividends.
FRETX can be compared against other funds. Use FRETX overlap to find shared positions, or FRETX vs another fund for a side-by-side view. FRETX alternatives are available via the screener, along with tax-loss harvesting opportunities.