FISEX Rating, Research - Franklin Equity Income A

Franklin Equity Income A (fisex)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 88

Threats + Weaknesses = 74

When strengths & opportunities substantially exceed threats & weaknesses an investment in the fisex mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Franklin Equity Income A (FISEX) Description: FISEX is a mutual fund, which is an investment that owns a basket of assets. The FISEX mutual fund was provided by Franklin and this investment vehicle derives the majority of its value from equity holdings (stocks). Franklins mutual fund has a long management tenure and is in the large fund size classification. FISEXs minimum initial investment amount is $1000 while the IRA minimum is $250. FISEXs expense ratio is roughly 1%. The latest FISEXs front end load was 6% and the back end load was 0%. The Franklin Equity Income A (FISEX) mutual fund falls under the large-cap value category. FISEX focuses its investments in USA and FISEX is not affiliated with a particular industry or fund sector. The Franklin Equity Income A (FISEX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find FISEXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of FISEXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

The fund seeks long-term growth of capital and income. The fund invests at least 80% of net assets in common stocks (see stock research) and other equity securities (see equity research) of companies with large market capitalizations that equal or exceed the market capitalization of the 300th largest company represented in the Russell 1000 Index. It normally invests significantly in securities that the portfolio managers expect will generate income. In addition to common stocks (see stock research) and other equity securities (see equity research), the fund may invest in real estate investment trusts (REITs).

Management Analysis Update

Franklin Equity Income A's executives / managers make better investing decisions, because their assets are invested along side their client's. Franklin Equity Income A's management team has a long history of working together. This helps ensure consistent future returns. The fisex fund does not have a history of big fund withdrawals. This helps reduce large tax payments to current investors. Franklin Equity Income A has a consistent strategy that will help it to outperform in the future.

Performance Analysis Update