3 / 5 Stars
3 2 5 5 4
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#166 in Large Blend
U.S. News evaluated 486 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 17.88 percent over the past year, 13.57 percent over the past three years, 18.03 percent over the past five years, and 6.56 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-4.2%|
|3 Years (Annualized)||13.6%|
|5 Years (Annualized)||18.0%|
|10 Years (Annualized)||6.6%|
The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets in investments of companies that have paid consistently rising dividends. It invests predominantly in equity securities, primarily common stock. The fund may invest in companies of any size, across the entire market spectrum including smaller and midsize companies. It may invest up to 25% of its total assets in foreign securities.
Fees are Above Average compared to funds in the same category.
Franklin Rising Dividends Fund has an expense ratio of 0.93 percent.
Risk is Low compared to funds in the same category according to Morningstar.
The fund's Value Line Overall Rank, a measure of risk-adjusted performance and relative growth in fund returns, is 2 on a scale of 1 to 5, with 1 being the best and 5 the worst.Value Line 2014-02-12
The fund's Value Line Growth Persistence rank, which awards funds that consistently outperform their broad universes, is 3 for one year, 2 for five years, and 3 for 10 years. Scores are on a 1 to 5 scale, with 1 being the best and 5 the worst.Value Line 2014-02-12
The fund's Value Line Risk Rank, a measure of volatility, is 2 on a scale of 1 to 5, with 1 being the least volatile and 5 the most.Value Line 2014-02-12