FCSZX Mutual Fund
FCSZX Mutual Fund
Franklin Convertible Securities Fund Class Advisor

FCSZX Mutual Fund Overview
FCSZX Mutual Fund (Franklin Convertible Securities Fund Class Advisor) is managed by Franklin Templeton Investments (US) with $2.39B in net assets. FCSZX expense ratio is 0.57%, holding 76 positions across sectors including Other, Information Technology, Health Care. Inception date: 2008-05-15.
FCSZX performance shows a YTD return of 8.38%. The 1-year return is 21.89% and the 5-year return is 6.87%. FCSZX dividend yield stands at 1.48%, paid quarterly.
FCSZX top holdings include Bridgebio Pharma Inc Sr Unsecured 144A 03/31 1.75 (2.7%), Albemarle Corp. (2.5%), Welltower Op Llc Conv. Note (2.4%), Ptc Therapeutics Inc Sr Nt Conv 1.5 2026-09-15 (2.4%), Mks Inc 1.25% 06/01/2030 (2.2%). View all FCSZX holdings, sector breakdown, or dividend history.
FCSZX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FCSZX alternatives are available via the screener, along with tax-loss harvesting opportunities.