FISRX Mutual Fund

FISRX Mutual Fund (Franklin Income Fund Class R) is managed by Franklin Templeton Investments (US) with $281.9M in net assets. FISRX expense ratio is 0.96%, holding 550 positions across sectors including Financials, Health Care, Utilities. Inception date: 2002-01-02.

FISRX performance shows a YTD return of 3.06%. The 1-year return is 6.02% and the 5-year return is 6.39%. FISRX dividend yield stands at 5.22%, paid monthly.

FISRX top holdings include Cash and Cash Equivalents (2.2%), Exxonmobil Holdings Corp Common Stock Usd (1.9%), Chevron Corp (1.9%), Treasury Note (Otr) 3.88% Aug 15, 2033 (1.8%), Procter & Gamble Company (1.4%). Go to all FISRX holdings, FISRX sectors, or FISRX dividends.

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