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Nasdaq - Delayed Quote USD

Franklin Equity Income R6 (FEIQX)

31.50
+0.23
+(0.74%)
At close: 6:45:43 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.47%
5y Average Return 15.94%
Number of Years Up 8
Number of Years Down 3
Best 1Y Total Return (Mar 31, 2025) 25.85%
Worst 1Y Total Return (Mar 31, 2025) --
Best 3Y Total Return 25.85%
Worst 3Y Total Return 6.58%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FEIQX
Category
YTD
3.63%
4.44%
1-Month
-1.06%
-4.04%
3-Month
-1.97%
4.09%
1-Year
18.48%
14.37%
3-Year
9.33%
6.04%
5-Year
13.19%
9.20%
10-Year
9.87%
8.57%
Last Bull Market
17.57%
22.97%
Last Bear Market
-12.18%
-11.27%

Annual Total Return (%) History

Year
FEIQX
Category
2024
18.41%
--
2023
9.38%
11.63%
2022
-6.51%
-5.90%
2021
25.62%
26.22%
2020
6.03%
2.91%
2019
25.85%
25.04%
2018
-4.33%
-8.53%
2017
16.41%
15.94%

2016
12.20%
14.81%
2015
-0.53%
-4.05%
2014
9.50%
10.21%
2013
--
31.21%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.36% 1.48% 8.45% -0.71%
2023 0.44% 3.86% -2.86% 7.93%
2022 -1.70% -12.18% -4.59% 13.51%
2021 7.06% 6.23% 1.40% 8.93%
2020 -22.64% 14.26% 7.05% 12.06%
2019 10.57% 3.91% 2.44% 6.93%
2018 -2.28% 2.07% 5.73% -9.28%
2017 3.67% 1.97% 4.26% 5.62%
2016 1.41% 3.04% 2.77% 4.48%
2015 0.17% -0.72% -5.24% 5.55%

2014 2.12% 3.91% -0.30% 3.50%
2013 5.94% 8.51% -- --

Rank in Category (By Total Return)

YTD 72
1-Month 89
3-Month 60
1-Year 17
3-Year 44
5-Year 51

Load Adjusted Returns

1-Year 18.48%
3-Year 9.33%
5-Year 13.19%
10-Year 9.87%

Performance & Risk

YTD Return 0.47%
5y Average Return 15.94%
Rank in Category (ytd) 72
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.83
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family Franklin Templeton Investments
Net Assets 4.25B
YTD Return 3.63%
Yield 2.37%
Morningstar Rating
Inception Date Mar 15, 1988

Fund Summary

The fund normally invests at least 80% of its net assets in equity securities, including securities convertible into common stocks. It generally invests predominantly in common stocks, and the remainder of its assets in other equity-related instruments such as convertible securities and equity-linked notes (ELNs). The fund may invest in foreign securities, but does not currently anticipate investing more than 15% of its total assets in securities of issuers domiciled outside the United States.

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