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 Dow Down 0.04% Nasdaq Up 0.56%

Franklin Real Estate Securities A (FREEX)

20.15 Down 0.12(0.59%) Jul 29
Prev Close:20.15
YTD Return*:17.15%
Net Assets*:502.71M
Yield*:1.30%

* As of 30-Jun-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for FREEX at this time.

Top Holdings

Symbol% AssetsYTD Return %
SPG10.7618.32
PSA4.7316.18
VNO4.5221.83
PLD4.5013.10
HST3.9215.23

Fund Basics

Morningstar Overall Rating:
Total Assets:502.71M
Category:Real Estate
Annual Report Expense Ratio (net):1.04%

Performance & Risk

YTD Return:17.15%
5y Avg Return:22.21%
Rank in Category (ytd):47
% Rank in Category (ytd):16.85%
Beta (3y):0.82
Morningstar Risk Rating:3

Fund Summary

The investment seeks to maximize total return. The fund normally invests at least 80% of net assets in equity securities of companies operating in the real estate industry, including: companies qualifying under federal tax law as real estate investment trusts (REITs); and companies that derive at least half of their assets or revenues from the ownership, construction, management, development or sale of residential or commercial real estate (such as real estate operating or service companies, homebuilders, lodging providers, and developers). It expects to be invested predominantly in equity securities, primarily common stocks. The fund is non-diversified. View More
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