Nasdaq - Delayed Quote USD

Franklin Rising Dividends Fund (FRDPX)

90.58 -0.17 (-0.19%)
As of 8:06 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 2.41%
5y Average Return 11.00%
Number of Years Up 27
Number of Years Down 9
Best 1Y Total Return (Apr 18, 2024) 29.85%
Worst 1Y Total Return (Apr 18, 2024) --
Best 3Y Total Return 29.85%
Worst 3Y Total Return 6.59%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FRDPX
Category
YTD
7.47%
14.84%
1-Month
2.97%
1.65%
3-Month
7.47%
7.55%
1-Year
16.31%
40.47%
3-Year
9.45%
16.77%
5-Year
12.38%
16.15%
10-Year
10.87%
13.21%
Last Bull Market
36.89%
24.09%
Last Bear Market
-12.47%
-17.61%

Annual Total Return (%) History

Year
FRDPX
Category
2024
--
--
2023
12.16%
--
2022
-10.60%
--
2021
26.64%
--
2020
16.31%
15.83%
2019
29.85%
28.78%
2018
-5.30%
-6.27%
2017
20.29%
20.44%

2016
14.41%
10.37%
2015
-3.54%
-1.07%
2014
9.72%
10.96%
2013
29.30%
31.50%
2012
10.29%
14.96%
2011
7.21%
-1.27%
2010
19.08%
14.01%
2009
17.05%
28.17%
2008
-27.22%
-37.79%
2007
-2.95%
6.16%
2006
17.36%
14.17%
2005
2.32%
5.88%
2004
10.28%
10.02%
2003
23.70%
27.05%
2002
-1.76%
-22.25%
2001
13.11%
-13.50%
2000
18.98%
-6.31%
1999
-10.28%
20.16%
1998
6.03%
22.39%
1997
32.35%
28.37%
1996
23.42%
20.76%
1995
30.25%
32.35%
1994
-5.17%
-0.93%
1993
-3.49%
10.21%
1992
10.38%
7.00%
1991
35.95%
30.90%
1990
0.26%
-3.13%
1989
19.60%
25.43%
1988
18.94%
14.20%
1987
--
3.78%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.47% -- -- --
2023 3.63% 4.68% -5.43% 9.31%
2022 -5.88% -12.47% -4.02% 13.05%
2021 4.09% 8.23% 0.58% 11.75%
2020 -20.43% 19.71% 9.55% 11.46%
2019 14.99% 5.00% 2.06% 5.39%
2018 -2.63% 3.28% 7.88% -12.71%
2017 4.62% 2.76% 4.86% 6.71%
2016 4.69% 4.13% 3.44% 1.46%
2015 0.10% -0.39% -8.71% 5.97%

2014 1.28% 3.32% -1.25% 6.18%
2013 11.18% 2.02% 5.97% 7.57%
2012 7.33% -2.78% 4.27% 1.38%
2011 3.99% 3.19% -10.92% 12.16%
2010 6.88% -7.27% 11.79% 7.48%
2009 -12.90% 14.00% 12.36% 4.91%
2008 -4.30% -5.43% -4.66% -15.66%
2007 -0.64% 5.13% 0.03% -7.12%
2006 7.32% -2.07% 6.52% 4.83%
2005 -2.52% -0.32% -0.32% 5.64%
2004 2.09% 2.08% -1.07% 6.97%
2003 -5.72% 13.75% 4.44% 10.44%
2002 10.15% -2.95% -13.48% 6.22%
2001 -0.66% 9.04% -7.38% 12.74%
2000 3.03% -4.32% 5.84% 14.03%
1999 -9.21% 12.81% -11.22% -1.34%
1998 10.42% -5.49% -14.68% 19.09%
1997 1.47% 14.22% 11.79% 2.15%
1996 3.06% 3.47% 4.05% 11.22%
1995 7.95% 5.51% 7.70% 6.19%
1994 -7.11% 1.26% 2.79% -1.91%
1993 -1.70% -3.44% 1.74% -0.06%
1992 -1.04% 1.05% 4.57% 5.56%
1991 17.36% 3.09% 5.92% 6.08%
1990 -1.92% 3.05% -12.72% 13.66%
1989 5.34% 7.33% 5.16% 0.59%
1988 13.09% 4.04% 1.70% -0.61%
1987 0.60% 3.01% -14.71% --

Rank in Category (By Total Return)

YTD 86
1-Month 73
3-Month 86
1-Year 95
3-Year 68
5-Year 77

Load Adjusted Returns

1-Year 9.92%
3-Year 7.40%
5-Year 11.11%
10-Year 10.25%

Performance & Risk

YTD Return 2.41%
5y Average Return 11.00%
Rank in Category (ytd) 86
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.87
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Franklin Templeton Investments
Net Assets 28.35B
YTD Return 7.47%
Yield 0.89%
Morningstar Rating
Inception Date Oct 03, 2005

Fund Summary

The fund invests at least 80% of its net assets in investments of companies that have paid consistently rising dividends. It invests predominantly in equity securities, primarily common stock. The fund may invest in companies of any size, across the entire market spectrum. It may invest up to 25% of its total assets in foreign securities.

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