FRDTX Rating, Research - Franklin Rising Dividends C

Franklin Rising Dividends C (frdtx)

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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 = 99

Threats + Weaknesses = 68

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

Fund Management Team

Fund Description Update

Franklin Rising Dividends C (FRDTX) Description: FRDTX is a mutual fund, which is an investment that owns a basket of assets. The FRDTX 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. FRDTXs minimum initial investment amount is $1000 while the IRA minimum is $250. FRDTXs expense ratio is roughly 2%. The latest FRDTXs front end load was 0% and the back end load was 1%. The Franklin Rising Dividends C (FRDTX) mutual fund falls under the large-cap mixed category. FRDTX focuses its investments in USA and FRDTX is not affiliated with a particular industry or fund sector. The Franklin Rising Dividends C (FRDTX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find FRDTXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of FRDTXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks total return. The fund normally invests at least 80% of net assets in common stocks (see stock research) of "Blue Chip" companies. It defines "Blue Chip" companies as large, well-established companies that have market capitalizations of greater than $5 billion. While the Fund invests primarily in securities that are traded in the U.S., it may also invest in securities that are traded in foreign markets. It may also opportunistically invest in smaller companies that have been selected for their growth potential.

Management Analysis Update

Franklin Rising Dividends C's executives / managers make better investing decisions, because their assets are invested along side their client's. Franklin Rising Dividends C's management team has a long history of working together. This helps ensure consistent future returns.

Performance Analysis Update