Nasdaq - Delayed Quote USD
Franklin Convertible Securities Adv (FCSZX)
22.96
+0.05
+(0.22%)
At close: 8:09:18 AM EDT
Fund Summary
The fund normally invests at least 80% of its net assets in convertible securities. It may invest up to 100% of its assets in securities that are rated below investment grade; however, the fund will not invest more than 10% of its assets in non-convertible debt securities rated below B. It may invest up to 20% of its net assets in other securities, such as common or preferred stocks and non-convertible debt securities.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 46.60% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 14 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | -0.06% |
| 5y Average Return | 10.12% |
| Rank in Category (ytd) | 66 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.83 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| FCSZX | Category Average | FCSZX | Category Average | FCSZX | Category Average | |
| Alpha | 0.73 | 0.05 | 3.8 | 0.04 | 4.01 | 0.01 |
| BETA | 0.83 | 0.01 | 0.99 | 0.01 | 1.1 | 0.01 |
| Mean Annual Return | 0.6 | 0.02 | 0.97 | 0.01 | 0.9 | 0.01 |
| R-squared | 74.58 | 0.8 | 67.7 | 0.77 | 72.54 | 0.79 |
| Standard Deviation | 11.56 | 0.16 | 13.4 | 0.13 | 12.92 | 0.11 |
| Sharpe Ratio | 0.22 | 0.01 | 0.65 | 0.01 | 0.68 | 0.01 |
| Treynor Ratio | 2.46 | 0.14 | 8.56 | 0.12 | 7.72 | 0.08 |
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