FCSZX Mutual Fund

FCSZX Mutual Fund (Franklin Convertible Securities Fund Class Advisor) is managed by Franklin Templeton Investments (US) with $2.39B in net assets. FCSZX expense ratio is 0.57%, holding 74 positions across sectors including Information Technology, Consumer Discretionary, Financials. Inception date: 2008-05-15.

FCSZX performance shows a YTD return of 8.02%. The 1-year return is 12.29% and the 5-year return is 6.08%. FCSZX dividend yield stands at 1.68%, paid quarterly.

FCSZX top holdings include Fnma Pool Ma4783 Fn 10/52 Fixed 4 (4.1%), Welltower Op Llc Conv. Note (2.8%), Mks Inc 1.25% 06/01/2030 (2.7%), Bridgebio Pharma I 1.75% Mar 01, 2031 1.75 2031-03-01 (2.7%), Burlington Stores Inc 1.25% Dec 15, 2027 (2.5%). Go to all FCSZX holdings, FCSZX sectors, or FCSZX dividends.

FCSZX can be compared against other funds. Use FCSZX overlap to find shared positions, or FCSZX vs another fund for a side-by-side view. FCSZX alternatives are available via the screener, along with tax-loss harvesting opportunities.