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Franklin Rising Dividends Fund (FRDTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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90.94-0.34 (-0.37%)
At close: 08:01PM EDT

Franklin Rising Dividends Fund

San Mateo, CA 94403-1906

One Franklin Parkway

Franklin Managed Trust

Management information
,Lead manager since 29 September 2019
Nayan Sheth, CFA, Vice President, Research Analyst and Portfolio Manager of Franklin Advisers. Mr. Sheth joined Franklin Templeton as a research analyst in January of 2014. Prior to joining Franklin Templeton, he worked as a research analyst with Mirae Asset Global Investments in New York, performing research on companies in the technology and media sectors in the United States and Western Europe. Mr. Sheth's previous experience included working at Perennial Investment Partners in Sydney, Australia, where he covered the global technology and media sectors. From 2003 to 2007, Mr. Sheth was a research associate at TIAA-CREF, where he worked on the U.S. Growth Portfolio Management team and the media research team. Mr. Sheth began his career at J.P. Morgan in 2001, where he was a research associate on the U.S. beverage equity research team. He holds a B.A. in economics from Rutgers University, an MBA from the Columbia University Graduate School of Business, and is a Chartered Financial Analyst (CFA) charterholder.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryLarge Blend
Fund familyFranklin Templeton Investments
Net assets27.42B
YTD return4.78%
Morningstar rating★★
Inception date30 Apr 2013

Fund operations

Last dividend0.05
Last cap gain59.00
Holdings turnover1.88%
Average for categoryN/A

Fees and expenses

ExpenseFRDTXCategory average
Annual report expense ratio (net)0.52%0.78%
Prospectus net expense ratio0.52%N/A
Prospectus gross expense ratio0.53%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A