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Franklin Convertible Securities Adv Fund (FCSZX)

Fund performance review and position details on Franklin Convertible Securities Adv Fund (FCSZX)

    Last Trade: $ on , Change: (0%)

Franklin Convertible Securities Adv Fund (FCSZX) HighlightFranklin Convertible Securities Adv Fund (FCSZX) Fund Summary

Franklin Convertible Securities Adv Fund (FCSZX) statistics as of May 30, 2016

Category: Convertibles
Fund Family: Franklin Templeton Investments
Net Asset: $2.08B
Yield: 3.04%
Year-to-Date Return: 3.48%
Morningstar rating: 5

 

Franklin Convertible Securities Adv Fund (FCSZX) CostFranklin Convertible Securities Adv Fund (FCSZX) Cost

Franklin Convertible Securities Adv Fund (FCSZX) various investment related cost

Initial Investment: 1,000,000
Total Expense Ratio (Convertibles average): 0.61% (1.32%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 17.30%

 

Franklin Convertible Securities Adv Fund (FCSZX) PerformanceFranklin Convertible Securities Adv Fund (FCSZX) Performance

Most current Franklin Convertible Securities Adv Fund (FCSZX) Performance

1-month Performance (Convertibles category median performance): 2.59% (1.52%)
3-month Performance (Convertibles category median performance): 7.98% (7.74%)
1 Year Performance (Convertibles category median performance): -0.56% (-8.61%)
3 Year Performance (Convertibles category median performance): 6.65% (3.66%)
5 Year Performance (Convertibles category median performance): 6.17% (4.30%)
Number of Years of positive return: 6 years
Number of Years of negative return: 1 years
3 year Alpha (Convertibles category average): 1.4 (-0.5)
3 year Beta (Convertibles category average): 1.12 (1.14)
3 year Sharpe Ratio: 0.77
3 year Treynor: 5.86

Franklin Convertible Securities Adv Fund (FCSZX) topholdingTop Stock Holdings in Franklin Convertible Securities Adv Fund (FCSZX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
Tyson Foods2.37%N/A
Jarden Cv 1.125%2.18%N/A
Stanley Black & Decker2.15%N/A
Salesforce Com Cv 0.25%2.14%N/A
Novellus Sys Cv 2.625%2.1%N/A
Priceline Grp Cv 0.35%2.06%N/A
Allergan Plc2.05%N/A
Palo Alto Networks Cv2.03%N/A
Microchip Tech Cv 1.625%2.02%N/A
Black Hills2.01%N/A
*Note: The price change will reset to 0 after the midnight

 

Franklin Convertible Securities Adv Fund (FCSZX) Portfolio AllocationFranklin Convertible Securities Adv Fund (FCSZX) Fund Portfolio Allocation

Franklin Convertible Securities Adv Fund (FCSZX) Fund Portfolio Allocation data as of 03/2016

Stock10.12%
Bond4.32%
Cash5.98%
Other2.73%

 

Franklin Convertible Securities Adv Fund (FCSZX) CompareCompare with other Convertibles category mutual funds

Below are some additional Convertibles mutual funds generated out of our database

Fund1 Year3 year5 year
Franklin Convertible Securities Adv-0.566.656.17
AllianzGI Convertible D (ANZDX)-0.6211.129.00 Compare
MainStay Convertible A (MCOAX)-4.116.935.71 Compare
Miller Convertible Bond I (MCIFX)-2.145.575.11 Compare

See top fund managers for Convertibles Category Funds

 

Franklin Convertible Securities Adv Fund (FCSZX) PerformanceOther Financial Data Web Sites on Franklin Convertible Securities Adv Fund (FCSZX)

Addition research sites for Franklin Convertible Securities Adv Fund (FCSZX)

 

Franklin Convertible Securities Adv Fund (FCSZX) Related ResourcesSee more information on Franklin Convertible Securities Adv (FCSZX) Fund

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