Overview Of Franklin Rising Dividends Advisor Fund (FRDAX)

Franklin Rising Dividends Advisor (FRDAX) a Zacks Rank #2 (Buy) invests the majority of net assets in equity securities of financially sound companies that have paid consistently rising dividends, and that have increased dividends at least 100% over the last 10 years.

This Large Value fund, as of the last filing, allocates their fund in three major groups; Large Value, Large Growth and Small Value. Further, as of the last filing, Roper Industries Inc, Honeywell International Inc and Microsoft were the top holdings for FRDAX.

The Franklin Rising Dividends Advisor fund, managed by Franklin/Temp, carries an expense ratio of 0.67%.

FRDAX has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 1, 3, 5 year benchmarks; 1 year 9.12%, 3 year 9.02% and 5 year 12.13%. To see how this fund performed compared in its category and other #1 and #2 Ranked Mutual Funds, please click here.

FRDAX’s performance, as of the last filing, when compared to funds in its category was in the top 3% in 1 year, top 33% over the past 3 years, and in the 25% over the past 5 years.

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