Franklin Rising Dividends FundFRISX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$25.8B
Expense ratio
0.52%
1-year return
+11.2%
3 years, a year
+12.5%
5 years, a year
+7.9%
Holdings
58
What it aims to do.
Long-term capital appreciation. Preservation of capital, while not a goal, is also an important consideration.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| MSFT Microsoft Corp. | 6.07% |
| AVGO Broadcom, Inc. | 4.71% |
| AAPL Apple, Inc. | 3.83% |
| JPM JPMorgan Chase & Co. | 3.71% |
| WMT Walmart, Inc. | 3.55% |
| Linde plc | 3.27% |
| V Visa, Inc. | 3.07% |
| LLY Eli Lilly & Co. | 2.96% |
| JNJ Johnson & Johnson | 2.65% |
| MS Morgan Stanley | 2.58% |
More on FRISX.
- FRISX overview
- FRISX holdings
- FRISX risk
- FRISX costs
- FRISX money in and out
- FRISX share classes
- Compare FRISX with other funds
Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.