Franklin Rising Dividends Fund Class A (FRDPX)

$67.97
D Fund
Sector
Fund TypeMutual Fund
Fund CategoryU.S. Equities - Blend
Fund BenchmarkU.S. Large Cap
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
Franklin Rising Dividends Fund Class A 15 0.96 23.83% -0.74% 0.93%
U.S. Large Cap 15 0.99 27.61% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 0.19% 6.03% -5.84%
Year-to-Date 23.83% 27.61% -3.78%
1 Year 17.74% 21.60% -3.86%

Risk, Fees & Styles

(as of 11/30/2019)
RISK PROFILE Help

Fund's Risk

15%

(high)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 15% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.93%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$1,174

Real cost (fees + lost compounding)

$1,453

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
95%

Return in excess of styles
(over past year)
-1.48%