FROTX Mutual Fund

FROTX Mutual Fund (Franklin Convertible Securities Fund Class C) is managed by Franklin Templeton Investments (US). FROTX expense ratio is 1.57%, holding 74 positions across sectors including Information Technology, Consumer Discretionary, Financials. Inception date: 1995-10-02.

FROTX performance shows a YTD return of 7.20%. The 1-year return is 11.13% and the 5-year return is 4.83%. FROTX dividend yield stands at 0.60%, paid quarterly.

FROTX top holdings include Fnma Pool Ma4783 Fn 10/52 Fixed 4 (4.1%), Welltower Op Llc Conv. Note (2.8%), Mks Inc 1.25% 06/01/2030 (2.7%), Bridgebio Pharma I 1.75% Mar 01, 2031 1.75 2031-03-01 (2.7%), Burlington Stores Inc 1.25% Dec 15, 2027 (2.5%). Go to all FROTX holdings, FROTX sectors, or FROTX dividends.

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