FCSZX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Franklin Convertible Securities Adv (FCSZX) Ownership - Who owns Franklin Convertible Securities Adv?

The investment seeks to maximize total return, consistent with reasonable risk, by seeking to optimize capital appreciation and high current income under varying market conditions... Show more

Category: #Convertibles

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Balanced Funds

Fundamentals

FCSZX

Net Assets

2.67B

Fund Existence

almost 17 years

Turnover

37.31

Total Expense Ratio

0.57

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

100000

Min. Initial Investment IRA

N/A

Morningstar Category

Convertibles

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.58

Assets in Top Ten Holdings

656M

Average Credit Quality

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

1.61B

Fund Type

OpenEnd

Index Fund

Management Fee

0.46

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

72.00

Number of Net Holdings

72.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

0.01

Weighting Top Ten Holdings

23.69%

Gain YTD

-3.031

Annual Yield % from dividends

1.55

Returns for 1 year

8.31

Returns for 3 years

6.03

Returns for 5 years

13.20

Returns for 10 years

38.71

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General Information

Category Convertibles

Profile

Fundamentals

Details