FSERX Mutual Fund

FSERX Mutual Fund (Franklin Real Estate Securities Fund Class R6) is managed by Franklin Templeton Investments (US) with $4.2M in net assets. FSERX expense ratio is 0.66%, holding 43 positions across sectors including Real Estate, Industrials, Financials. Inception date: 2013-05-01.

FSERX performance shows a YTD return of 13.44%. The 1-year return is 11.95% and the 5-year return is 1.85%. FSERX dividend yield stands at 1.80%, paid quarterly.

FSERX top holdings include Welltower, Inc. (11.6%), Prologis Inc (7.3%), Equinix Inc. Real Estate Investment Trust (7.2%), American Tower Corporation (6.5%), Digital Realty Trust Inc. (4.7%). Go to all FSERX holdings, FSERX sectors, or FSERX dividends.

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