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Mutual Fund Insights: Franklin Rising Dividends R Fund (FRDRX)

In-depth Analysis of Franklin Rising Dividends R Fund (FRDRX)

Mutual fund chart: Franklin Rising Dividends R Fund (FRDRX)

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See Franklin Rising Dividends R Fund (FRDRX) performance details as of February 28, 2010

  

    Last Trade: $29.60 on 3/19/2010, Change: -0.14 (-0.47%)
Experiment our closing price forecasting tool for Franklin Rising Dividends R Fund (FRDRX) (alpha release)

  

Fund Manager - William J. Lippman

Fund Manager Tenure: 23.2 years   [Similar Funds: FRDAX  FRDBX  FRDPX  FRDTX ]
Fundmojo Fund Grade: C (Score: 0.54)     (What does this score mean?)
William J. Lippman is president of Franklin Advisory Services, LLC. William J. Lippman provides research and advice on the purchases and sales of individual securities, and portfolio risk assessment. William J. Lippman joined Franklin Templeton Investments in 1988.  Get more insights on William J. Lippman

  

What we like about Franklin Rising Dividends R Fund (FRDRX) What we like about Franklin Rising Dividends R Fund (FRDRX)

Data for Franklin Rising Dividends R Fund (FRDRX) as of February 28, 2010

  • Franklin Rising Dividends R Fund (FRDRX) management has been with Franklin Rising Dividends R Fund for 23.2 years
  • Franklin Rising Dividends R Fund (FRDRX) has good mid-term performance (3-year return -5.83% vs -5.77 % Large Blend category average)
  • Franklin Rising Dividends R Fund (FRDRX) ratio of up-years vs down years is greater than 2
  • Franklin Rising Dividends R Fund (FRDRX) has an annual stock turnover rate of 22.61% vs Large Blend average of 79.86%. It is good that Franklin Rising Dividends R management does not trade extensively for its return.
  • Franklin Rising Dividends R Fund (FRDRX) is less volatile than its peers as it has a 3-year Standard Deviation of 17.98, lower than category average of 20.62

  

What we are cautious about Franklin Rising Dividends R Fund (FRDRX) What we are cautious about Franklin Rising Dividends R Fund (FRDRX)

Data for Franklin Rising Dividends R Fund (FRDRX) as of February 28, 2010

  • Franklin Rising Dividends R Fund is a focused fund with 47.85% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Franklin Rising Dividends R Fund (FRDRX) has a less-than-ideal short-term performance (1-year return 48.11% vs 53.54 % Large Blend category average)
  • Franklin Rising Dividends R Fund (FRDRX) has a less-than-ideal Long-term performance (5-year return 0.07% vs 0.31 % Large Blend category average)
  • Franklin Rising Dividends R Fund (FRDRX) has a Morningstar rating of 3 and below
  • Franklin Rising Dividends R Fund (FRDRX) is less safe compared to its Large Blend peers
  • Franklin Rising Dividends R Fund (FRDRX) does not have a good risk adjusted return as its 3-year Alpha of -1.34 is worse than category average of 0.06, and its 3-year Sharpe ratio is -0.34
  • Franklin Rising Dividends R Fund (FRDRX) has a higher management fee of 1.38% than its Large Blend average of 1.11%
  • Even though Franklin Rising Dividends R Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See Franklin Rising Dividends R Fund (FRDRX) performance details as of February 28, 2010

  

  

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Franklin Rising Dividends R Fund (FRDRX) Net Asset

Track net asset change of Franklin Rising Dividends R fund (FRDRX)

DateNet Asset
02/2010$2.12B
01/2010$37.96M
11/2009$35.12M
More historic net asset information on Franklin Rising Dividends R Fund (FRDRX)

  

Franklin Rising Dividends R Fund (FRDRX) Portfolio Allocation

Track portfolio allocation change of Franklin Rising Dividends R fund (FRDRX)

DateCashStockBondOther
09/20095.73%94.27%0%0%
06/20097.3%92.7%0%0%
03/20092.99%97.01%0%0%
Click here to see more historic asset allocation information on Franklin Rising Dividends R Fund (FRDRX)

  

Most Recent Top 10 Holdings in Franklin Rising Dividends R Fund (FRDRX)

Discover what Franklin Rising Dividends R Fund (FRDRX) manager is buying

30-Sep-09
UNITED TECH [5.38%]
PROCTER GAMBLE CO [5.29%]
PRAXAIR INC [5.27%]
ROPER INDUST INC [5.14%]
BECTON DICKINSON CO [5.07%]
FAMILY DOLLAR STORES [5.03%]
WAL MART STORES [4.96%]
DOVER CP [3.95%]
MCCORMICK & CO [3.79%]
BRADY CP CL A [3.62%]

30-Jun-09
BECTON DICKINSON CO [5.43%]
PRAXAIR INC [5.2%]
ROPER INDUST INC [5.18%]
UNITED TECH [5.09%]
PROCTER GAMBLE CO [5%]
WAL MART STORES [4.99%]
FAMILY DOLLAR STORES [4.41%]
MCCORMICK & CO [3.95%]
DOVER CP [3.92%]
Erie Indemnity Company [3.66%]

31-Mar-09
Praxair, Inc. [6.19%]
Wal-Mart Stores, Inc. [5.77%]
Family Dollar Stores, Inc. [5.65%]
Roper Industries, Inc (New) [5.64%]
United Technologies Corp. [4.86%]
Procter & Gamble Co. [4.73%]
Erie Indemnity Company [4.06%]
Becton, Dickinson and Co. [3.8%]
Dover Corp [3.75%]
McCormick & Co., Inc. [3.69%]
Click here for Stock Holding Change Map in Franklin Rising Dividends R Fund (FRDRX)

  

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