FROTX Mutual Fund

FROTX Mutual Fund (Franklin Convertible Securities Fund Class C) is managed by Franklin Templeton Investments (US) with $15.9M in net assets. FROTX expense ratio is 1.57%, holding 76 positions across sectors including Information Technology, Consumer Discretionary, Financials. Inception date: 1995-10-02.

FROTX performance shows a YTD return of 4.87%. The 1-year return is 6.96% and the 5-year return is 3.88%. FROTX dividend yield stands at 0.61%, paid quarterly.

FROTX top holdings include Convertible Pref (3.6%), Ift - Money Market Port (3.3%), Welltower Op Llc Conv. Note (2.8%), Macom Technology Solutions Holding 0% Dec 15, 2029 0 (2.7%), Fnma Pool Fs6691 Fn 03/42 Fixed Var (2.5%). Go to all FROTX holdings, FROTX sectors, or FROTX dividends.

FROTX can be compared against other funds. Use FROTX overlap to find shared positions, or FROTX vs another fund for a side-by-side view. FROTX alternatives are available via the screener, along with tax-loss harvesting opportunities.