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, Financials, Consumer Discretionary. Inception date: 1995-10-02.

FROTX performance shows a YTD return of 8.71%. The 1-year return is 17.76% and the 5-year return is 5.26%. FROTX dividend yield stands at 0.51%, paid quarterly.

FROTX top holdings include Institutional Fiduciary Trust - Money Market Portfolio (4.0%), Albemarle Corp. (2.8%), Welltower Op Llc Conv. Note 3.13 2029-07-15 (2.8%), Macom Technology Solutions Holding 0% Dec 15, 2029 0 (2.7%), Mks Instruments Inc 1.25% Jun 01, 2030 (2.7%). 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.