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Franklin Convertible Securities Adv (FCSZX) Fund Ranking and Research

Ranking, Research and Recommendation of Franklin Convertible Securities Adv (FCSZX) Fund

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Graph of Franklin Convertible Securities Adv Fund (FCSZX) ManagerFund Manager - Alan Muschott

Fund Manager Information

Fund Manager Tenure: 17.4 years
Fund Family: Franklin Templeton Investments
Fund Category: Convertibles
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.79)     (What does this score mean?)
Muschott is a vice president of Franklin Advisers, Inc. He has been with Franklin Templeton Investments since 1998. Muschott holds the Chartered Financial Analyst designation.  Get more insights on Alan Muschott

 

Graph of Franklin Convertible Securities Adv Fund (FCSZX) ProfileFranklin Convertible Securities Adv Fund (FCSZX) Profile

Fund Profile and Description

Franklin Convertible Securities Adv Fund seeks to maximize total return, consistent with reasonable risk. Franklin Convertible Securities Adv Fund normally invests at least 80% of net assets in convertible securities (and common stock received upon conversion of convertible securities). It may not invest more than 10% of assets in securities rated below B or in unrated securities of comparable quality.

 

Franklin Convertible Securities Adv (FCSZX) Fund Strength What we like about Franklin Convertible Securities Adv (FCSZX) Fund

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

  • Franklin Convertible Securities Adv Fund (FCSZX) management has been with Franklin Convertible Securities Adv Fund for 17.4 years
  • Franklin Convertible Securities Adv Fund (FCSZX) has good short-term performance (1-year return -0.56% vs -8.61% Convertibles category median performance)
  • Franklin Convertible Securities Adv Fund (FCSZX) has good mid-term performance (3-year return 6.65% vs 3.66% Convertibles category median performance)
  • Franklin Convertible Securities Adv Fund (FCSZX) has good Long-term performance (5-year return 6.17% vs 4.30% Convertibles category median performance)
  • Franklin Convertible Securities Adv Fund (FCSZX) ratio of up-years vs down years is greater than 2
  • Franklin Convertible Securities Adv Fund (FCSZX) has a Morningstar rating of 4 and above
  • Asset base in Franklin Convertible Securities Adv Fund (FCSZX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Franklin Convertible Securities Adv Fund (FCSZX) has an annual stock turnover rate of 17.30% vs Convertibles average of 84.12%. It is good that Franklin Convertible Securities Adv management does not trade extensively for its return.
  • Franklin Convertible Securities Adv Fund (FCSZX) is less volatile than its peers as it has a 3-year Standard Deviation of 8.76, lower than category average of 9.16
  • Franklin Convertible Securities Adv Fund (FCSZX) has a lower expense ratio than its Convertibles average: 0.61% vs 1.32%
  • Franklin Convertible Securities Adv Fund (FCSZX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Franklin Convertible Securities Adv Fund (FCSZX) Weakness What we are cautious about Franklin Convertible Securities Adv (FCSZX) Fund

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

See Franklin Convertible Securities Adv Fund (FCSZX) performance details as of May 30, 2016

 

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

Aadditional top Convertibles mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Franklin Convertible Securities Adv3.48-0.566.656.17
AllianzGI Convertible D (ANZDX)-0.27-0.6211.129.00Compare
MainStay Convertible A (MCOAX)2.43-4.116.935.71Compare
Miller Convertible Bond I (MCIFX)2.87-2.145.575.11Compare

See top fund managers for Convertibles Category Funds

 

Graph of Franklin Convertible Securities Adv Fund (FCSZX) Net Asset TrackingFranklin Convertible Securities Adv (FCSZX) Fund Net Asset

Track net asset change of Franklin Convertible Securities Adv fund (FCSZX)

DateNet Asset
05/2016$2.08B
03/2016$2.04B
02/2016$1.94B
More historic net asset information on Franklin Convertible Securities Adv Fund (FCSZX)

  

Graph of Franklin Convertible Securities Adv Fund (FCSZX) Portfolio TrackingFranklin Convertible Securities Adv (FCSZX) Fund Portfolio Allocation

Track portfolio allocation change of Franklin Convertible Securities Adv fund (FCSZX)

DateCashStockBondOther
03/20165.98%10.12%4.32%2.73%
12/20155.34%9.2%5.01%2.84%
09/20154.49%8.81%4.44%1.03%
Click here to see more historic asset allocation information on Franklin Convertible Securities Adv Fund (FCSZX)

 

graph of Franklin Convertible Securities Adv Fund (FCSZX) Top 10 Position TrackingTop 10 Holdings in Franklin Convertible Securities Adv (FCSZX) Fund

Discover what Franklin Convertible Securities Adv Fund (FCSZX) manager is buying

Mar 30, 2016
Tyson Foods [2.37%]
Jarden Cv 1.125% [2.18%]
Stanley Black & Decker [2.15%]
Salesforce Com Cv 0.25% [2.14%]
Novellus Sys Cv 2.625% [2.1%]
Priceline Grp Cv 0.35% [2.06%]
Allergan Plc [2.05%]
Palo Alto Networks Cv [2.03%]
Microchip Tech Cv 1.625% [2.02%]
Black Hills [2.01%]

Dec 30, 2015
Tyson Foods [2.55%]
Allergan Plc [2.47%]
Servicenow Cv [2.41%]
Salesforce Com Cv 0.25% [2.39%]
Impax Labs 144A Cv 2% [2.33%]
Palo Alto Networks Cv [2.32%]
Teva Pharmaceutical Industries [2.28%]
Priceline Grp Cv 0.35% [2.2%]
Black Hills [2.19%]
Novellus Sys Cv 2.625% [2.18%]

Sep 29, 2015
Electnc Arts Cv 0.75% [2.92%]
Palo Alto Networks Cv [2.65%]
Jarden Cv 1.125% [2.29%]
Novellus Sys Cv 2.625% [2.21%]
Salesforce Com Cv 0.25% [2.15%]
Allergan Plc [2.14%]
Trulia Cv 2.75% [2.11%]
T-Mobile Us Pfd [2.07%]
Priceline Grp Cv 0.35% [2.06%]
Tyson Foods [2.04%]
Click here for Stock Holding Change Map in Franklin Convertible Securities Adv Fund (FCSZX)

  

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