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Nasdaq - Delayed Quote USD
Franklin Convertible Securities A (FISCX)
21.20
-0.63
(-2.89%)
At close: 8:03:49 PM 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 | 46.22% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 30 |
| Number of Years Down | 7 |
Performance & Risk
| YTD Return | -4.83% |
| 5y Average Return | 13.98% |
| Rank in Category (ytd) | 66 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.85 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| FISCX | Category Average | FISCX | Category Average | FISCX | Category Average | |
| Alpha | 0.13 | 0.05 | 4.41 | 0.04 | 3.7 | 0.01 |
| BETA | 0.85 | 0.01 | 1.04 | 0.01 | 1.09 | 0.01 |
| Mean Annual Return | 0.39 | 0.02 | 1.15 | 0.01 | 0.88 | 0.01 |
| R-squared | 76.78 | 0.8 | 69.64 | 0.77 | 72.57 | 0.79 |
| Standard Deviation | 12.17 | 0.16 | 14.41 | 0.13 | 12.91 | 0.11 |
| Sharpe Ratio | 0.02 | 0.01 | 0.76 | 0.01 | 0.66 | 0.01 |
| Treynor Ratio | -0.66 | 0.14 | 10.36 | 0.12 | 7.5 | 0.08 |
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