Franklin Rising Dividends Fund Class A (FRDPX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large blend
Style or Category
Sales Expenses
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation; preservation of capital- while not a goal- is also an important consideration. The fund invests at least 80% of its net assets in investments of companies that have paid consistently rising dividends. It invests predominantly in equity securities- primarily common stock. The fund may invest in companies of any size- across the entire market spectrum. It may invest up to 25% of its total assets in foreign securities.


1 month+2.14% 3 years+10.57%
3 months+2.08% 5 years+10.85%
1 year+13.50% Since inception+9.38%
Data through --

Peer Comparisonvs. Large blend

Performance 5-yr return+10.85%+11.72%
Expense ratio0.90%0.95%
Risk 5 year sharpe ratio1.011.07
Net assets$18.8B$5.7B
Average market cap$54.4B$152.1B
Average P/E28.420.6
Portfolio turnover3%3%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyFranklin Templeton Investments
Fund manager & tenureDonald Taylor / 22 Years
Minimal initial investment$1,000.00
Minimum IRA investment$250.00


U.S. stock98.61%
International stock0.14%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Healthcare 26.48%
Industrial materials 26.36%
Consumer goods 13.02%
Consumer service 11.86%
Financial service 11.52%
Top 10 Holdings
Portfolio weighting
MSFT Microsoft5.28%
ROP Roper Technologies Inc5.19%
SYK Stryker Corp3.85%
ALB Albemarle Corp3.69%
BDX Becton Dickinson and Co3.63%
HON Honeywell3.37%
PX Praxair Inc3.32%
ACN Accenture3.29%
TXN Texas Instruments3.06%
APD Air Products and Chemicals Inc2.83%