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Benchmark SP 500  1,629   22.88  Index Moved Down -1.39% United States ...


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Collecting data for FRDTX

Franklin quote and profile

 
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42.73
  
FUND
(0.55)  Macroaxis: -1.27 Down   1.27%  
Last 1 Month(s)
42.2543.59
 

Diversification Suggestion

Use Franklin to protect against small markets fluctuations. The fund experiences somewhat bearish sentiment, but market may correct it shortly
Analyze Franklin Rising Divi Trend or Check current 30 days Franklin correlation with market (S&P 500)
1 Month Beta 0.83  
Highest Price:  
Lowest Price:  
43.59  
42.25  
May 21 2013 
June 05 2013 
As returns on market increase, Franklin returns are expected to increase less than the market. However during bear market, the loss on holding Franklin will be expected to be smaller as well.
Franklin Rising Dividends C Small BetaFranklin Rising Divi Beta Legend
FRDTX United States NASDAQ
Franklin Rising Dividends C
Franklin Templeton Investment Funds
Large Blend
Benchmark S&P 500
Contact Number: 800. 632. 2301
Currency: USD - US Dollar
Traded on NASDAQ Stock Exchange
    
Number of Employees1
Net Asset9.81 B
Last Dividend Paid0.3
 thisRed FRDTX FRDTX agains markets  1.27 % Macroaxis: change 1.27 Moved Down  
 
 United States Russel   1.35 % Macroaxis: change 1.35 Moved Down  
 
 United States SP 500   1.39 % Macroaxis: change 1.39 Moved Down  
 
 United States NYSE   1.53 % Macroaxis: change 1.53 Moved Down  
 
Compare to Competition Alpha & Beta   Get Advice
    
Donald Taylor  Money Manager
Fund Manager since May 31, 1996
Don Taylor is senior vice president of Franklin Advisory Services L.L.C. and lead manager of Franklin Templeton dividend paying U.S. Rising Dividend Fund. Prior to joining Franklin Templeton Investments, Mr. ...
    

Franklin Price and Market Media

The median price of Franklin for the period between Tue, May 21, 2013 and Thu, Jun 20, 2013 is 42.91 with a coefficient of variation of 0.83. The daily time series for the period is distributed with a sample standard deviation of 0.35, arithmetic mean of 42.93, and mean deviation of 0.28. The Fund did not receive any noticable media coverage during the period.
Franklin         SP 500
Price Growth (%)
 
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Franklin Summary

Franklin Rising Dividends C [FRDTX] is traded in USA and was established in April 30, 1995. The fund is listed under Large Blend category and is part of Franklin Templeton Investment Funds family. This fund currently has accumulated 9.81 B in assets under management (AUM) with minimum initial investment of 1 K. Franklin Rising Dividends C is currently producing year-to-date (YTD) return of 7.26% with the current yeild of 0.75%, while the total return for the last 3 years was 18.99%.

Fund Instrument Allocation for Franklin

The fund consists of 97.15% investments in stocks, with the rest of investments allocated between different money market instruments.
Past Market
Over 30
Days
0
Out Of
100
 
Chance of
Less
Than
%
 
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Franklin Research Report

Franklin vs. Vanguard

Correlation analysis and fundamentals comparison between Franklin Rising Divi and Vanguard Total Stock

Franklin Asset Under Management

Franklin Rising Dividends C is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Large Blend category is currently estimated at about 1.64 Trillion. Franklin maintains roughly 9.81 Billion in net asset contributing less than 1% to funds under Large Blend category.

Franklin Fundamentals

Last Dividend Paid vs Cash Position Weight
Price to Book vs Holdings Turnover
Last Dividend Paid vs Annual Yield
Price to Earning vs Holdings Turnover

Franklin vs Competition

Franklin vs. Vanguard Total Stock Mkt Idx Adm
Franklin vs. Vanguard Institutional Index Instl Pl
Franklin vs. Vanguard Institutional Index I
Franklin vs. Vanguard 500 Index Signal

Franklin June 20 2013 Opportunity Range

Downside Deviation0.8846
Information Ratio0.0268
Maximum Drawdown1.99
Value At Risk(1.27)
Potential Upside0.9889

 
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