FSERX Mutual Fund

FSERX Mutual Fund (Franklin Real Estate Securities Fund Class R6) is managed by Franklin Templeton Investments (US) with $4.2M in net assets. FSERX expense ratio is 0.66%, holding 41 positions across sectors including Real Estate, Industrials, Materials. Inception date: 2013-05-01.

FSERX performance shows a YTD return of 10.90%. The 1-year return is 16.17% and the 5-year return is 1.62%. FSERX dividend yield stands at 2.03%, paid quarterly.

FSERX top holdings include Welltower Inc. (12.6%), Equinix, Inc. (7.9%), Prologis Inc (7.2%), American Tower Corporation (6.8%), Digital Realty Trust Inc. (4.9%). Go to all FSERX holdings, FSERX sectors, or FSERX dividends.

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