Nasdaq - Delayed Quote USD

Franklin Real Estate Securities R6 (FSERX)

17.33
+0.31
+(1.82%)
At close: 8:04:18 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.53%
5y Average Return 8.48%
Number of Years Up 8
Number of Years Down 3
Best 1Y Total Return (May 14, 2025) 41.35%
Worst 1Y Total Return (May 14, 2025) --
Best 3Y Total Return 41.35%
Worst 3Y Total Return -4.95%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FSERX
Category
YTD
1.95%
20.43%
1-Month
-0.98%
2.69%
3-Month
0.99%
11.34%
1-Year
18.13%
36.79%
3-Year
-1.66%
10.81%
5-Year
7.08%
7.03%
10-Year
5.28%
9.08%
Last Bull Market
25.73%
31.03%
Last Bear Market
-15.52%
-16.60%

Annual Total Return (%) History

Year
FSERX
Category
2025
--
--
2024
3.93%
--
2023
10.62%
--
2022
-25.31%
--
2021
41.35%
--
2020
-3.13%
-4.49%
2019
27.67%
27.28%
2018
-6.02%
-5.97%

2017
4.45%
6.22%
2016
5.29%
6.89%
2015
4.32%
2.41%
2014
30.74%
28.03%
2013
--
1.55%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.95% -- -- --
2024 -2.09% -1.72% 16.67% -7.43%
2023 2.42% 1.16% -8.46% 16.63%
2022 -5.18% -15.52% -10.73% 4.45%
2021 6.43% 12.55% 1.67% 16.06%
2020 -20.76% 12.56% 2.05% 6.44%
2019 16.53% 1.36% 7.39% 0.65%
2018 -7.35% 8.18% 0.38% -6.59%
2017 0.13% 2.06% 0.22% 1.99%
2016 5.11% 6.41% -2.14% -3.81%

2015 4.89% -10.48% 3.38% 7.47%
2014 9.93% 6.90% -3.29% 15.03%
2013 -2.68% -0.08% -- --

Rank in Category (By Total Return)

YTD 13
1-Month 14
3-Month 15
1-Year 19
3-Year 64
5-Year 61

Load Adjusted Returns

1-Year 18.13%
3-Year -1.66%
5-Year 7.08%
10-Year 5.28%

Performance & Risk

YTD Return 0.53%
5y Average Return 8.48%
Rank in Category (ytd) 13
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.16
Morningstar Risk Rating

Fund Overview

Category Real Estate
Fund Family Franklin Templeton Investments
Net Assets 254.46M
YTD Return 1.95%
Yield 2.52%
Morningstar Rating
Inception Date Dec 31, 1996

Fund Summary

Normally, the fund invests at least 80% of its net assets in equity securities of companies operating in the real estate industry predominantly in the United States, including: companies qualifying under federal tax law as real estate investment trusts (REITs); and companies that derive at least half of their assets or revenues from the ownership, construction, management, operation, development or sale of commercial or residential real estate (such as real estate operating or service companies, homebuilders, lodging providers, and developers). It is non-diversified.

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