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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

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 25.85%
Worst 1Y Total Return --
Number of Years Up 8
Number of Years Down 3

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

Risk Statistics

3 Years 5 Years 10 Years
FEIQXCategory AverageFEIQXCategory AverageFEIQXCategory Average
Alpha -1.7 -0.01 -1.51 -0.03 -1.51 -0.03
BETA 0.83 0.01 0.87 0.01 0.87 0.01
Mean Annual Return 0.84 0.01 1.15 0.01 0.87 0.01
R-squared 83.96 0.78 87.21 0.83 89.8 0.84
Standard Deviation 15.39 0.17 16.46 0.19 14.01 0.16
Sharpe Ratio 0.37 0 0.67 0 0.61 0.01
Treynor Ratio 5.8 0.04 12.06 0.07 9.11 0.08

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