Franklin Equity Income C One Franklin Parkway San Mateo CA 94403-1906 Map
Phone: 800-632-2301
| Category: | Large Value | | Fund Family: | Franklin Templeton Investments | | Net Assets: | 89.82M | | Year-to-Date Return: | 22.69% | | Yield: | 2.83% | | Morningstar Rating: |  | | Fund Inception Date: | 02-Oct-95 |
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Alan Muschott
Lead Manager since
23-Dec-05 | | | Muschott is a vice president of Franklin Advisers, Inc. He has been with Franklin Templeton Investments since 1998. Muschott holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks to maximize total return. The fund normally invests at least 80% of net assets in equity securities, including convertible securities. It may invest up to 20% of assets in debt securities. The fund does not currently anticipate investing more than 15% of total assets in securities of issuers domiciled outside the United States. It does not presently intend to invest in any below investment grade bonds that are not convertible bonds. The fund does not currently intend to invest more than 10% of assets in real estate investment trusts (REITs). |
| Last Dividend
(15-Dec-09):
| 0.03 | | Last Cap Gain
(17-Dec-07):
| 0.96 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 75.50% |
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| Expense | FRETX | Category Avg | | Total Expense Ratio: | %
| 1.27% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.45% | | Max Deferred Sales Load: | 1.00%
| 2.64% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $628 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $960 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,847 |
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