Franklin Convertible Securities FundFROTX
Type
Mutual fund
Peer group
Taxable bond
Net assets
$3.0B
Expense ratio
1.57%
1-year return
+16.2%
3 years, a year
+14.0%
5 years, a year
+5.0%
12-month yield
8.63%
Holdings
74
What it aims to do.
To maximize total return, consistent with reasonable risk, by seeking to optimize capital appreciation and high current income under varying market conditions.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Franklin Institutional U.S. Government Money Market Fund | 3.96% |
| ALB Albemarle Corp. | 2.80% |
| Welltower OP LLC | 2.76% |
| MTSI MACOM Technology Solutions Holdings, Inc. | 2.71% |
| MKSI MKS, Inc. | 2.67% |
| HPE Hewlett Packard Enterprise Co. | 2.64% |
| BBIO Bridgebio Pharma, Inc. | 2.58% |
| BURL Burlington Stores, Inc. | 2.33% |
| CNP CenterPoint Energy, Inc. | 2.09% |
| NEE NextEra Energy, Inc. | 2.08% |
More on FROTX.
- FROTX overview
- FROTX holdings
- FROTX risk
- FROTX costs
- FROTX money in and out
- FROTX share classes
- Compare FROTX 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.