Franklin Equity Income Fund Class A (FISEX) Research

This fund typically allocates at least 80% of its net assets to equity investments, which may include securities convertible into common stock. It primarily focuses on common stocks, with any remaining assets invested in other equity-linked instruments such as convertible securities and equity-linked notes (ELNs). Although the fund has the option to invest internationally, it currently plans to limit its exposure to non-U.S. domiciled companies to no more than 15% of its total assets.

Market snapshot

Symbol
FISEX
Price
$36.24
Day change
+0.14%
Market cap
$4.8B
52-week range
32.17-36.6
Sector
Financial Services
Industry
Asset Management - Income

Peer companies

  • iShares Total US Stock Market Idx Inv A (BASMX)
  • SEI Institutional Investments Trust S&P 500 Index Fund Class A (SPINX)
  • SEI Institutional Managed Trust Tax Managed Large Cap Fund (STLYX)
  • Smead Value Fund Class A (SVFAX)
  • Smead Value Fund Class R1 (SVFDX)
  • Smead Value Fund - Class I1 (SVFFX)
  • Smead Value Fund Class R2 (SVFKX)
  • Smead Value Fund Class Y (SVFYX)

Open Franklin Equity Income Fund Class A (FISEX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.