Morningstar Category™* Africa &Middle East Equity 80 10012014016018007/0901/1007/1001/1107/1101/1207/1201/1307/1301/1407/14 Summary of Investment Objective The Fund aims to achieve long-term capital appreciation by investing primarily in equity and fixed income securities of companies of any size...
Franklin Funds FRANKLIN ALABAMA TAX FREE CLASS C 354723454 FALEX Mutual Fund Municipal Bond - Single State $ 1000 $ 50 $ 1000 1.26 0.65 1.00 No Yes 0 Y Franklin Funds FRANKLIN ALABAMA TAX FREE INCOME A 354723884 FRALX Mutual Fund Municipal Bond - Single State $ 1000 $ 50 $ 1000 0.71 ...
As a result, the US fund’s Z shares have surpassed most of its global large-value stock Morningstar Category peers, as well as that index and the category benchmark, on total and risk-adjusted returns since the late 2020 personnel changes. But it’s not clear that the strategy has a ...
Franklin India Fund Fund India Equity Morningstar category As of Nov 01 2024. Profile and investment Fund type SICAV Investment style (stocks) Market Cap: LargeInvestment Style: Growth Income treatment Accumulation Morningstar category India Equity IMA sector India/Indian Subcontinent Launch date 25 Oc...
Fund Inception Date 05/30/2018 Fiscal Year End March 31 Listing Exchange Cboe ETF Type Active Asset Class Fixed Income Total Net Assets As of 10/18/2024 (Updated Daily) $599.20 Million Benchmark Morningstar LSTA US Leveraged Loan 100 Index Dividends & Yields Dividend Frequency, ...
The investment seeks to earn a high level of current income; its secondary goal is to seek capital appreciation to the extent it is possible and consistent with the fund's principal goal. Under normal market conditions, the fund invests at least 80% of its net assets in high yield corporate...
Franklin Global Sukuk Fund Fund Islamic Global Bond Morningstar category As of Oct 25 2024. Profile and investment Fund type SICAV Income treatment Income Morningstar category Islamic Global Bond IMA sector -- Launch date 06 Mar 2015 Price currency GBP Domicile Luxembourg ISIN LU1195185126 Manager ...
Franklin Income Fund Skewness describes asymmetry of returns from the normal distribution. It can come in the form of negative skewness or positive skewness, depending on whether data points are skewed to the left (negative skew) or to the right (positiv
Morningstar 4- and 5-Star Funds Sales Charges & Breakpoints Managers Public Markets Brandywine Global ClearBridge Investments Franklin Equity Group Franklin Income Investors Franklin Mutual Series Franklin Templeton Fixed Income Franklin Templeton Investment Solutions Martin Currie Putnam Investments Royce ...
Sources: Morningstar, Gurufocus The company’s capital returns have been slowing in recent years because Franklin faces a secular trend that threatens not only its ability to continue growing in the coming years, but possibly its very existence over the long-term. ...