FRDAX – Franklin Rising Dividends Adv Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation; preservation of capital, while not a goal, is also an important consideration. The fund invests at least 80% of its net assets in investments of companies that have paid consistently rising dividends. It invests predominantly in equity securities, primarily common stock. The fund may invest in companies of any size, across the entire market spectrum. It may invest up to 25% of its total assets in foreign securities.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
FRDAX	Franklin Rising Dividends Fund Advisor Class	Institutional	Open			Oct 3, 2005	$3.95B	0.580%	Below Average	$100,000	−$547.86M
FRDPX	Franklin Rising Dividends Fund Class A	Front Load	Open			Jan 14, 1987	$18.29B	0.830%	Low	$1,000	−$2.12B
FRDTX	Franklin Rising Dividends Fund Class C	Level Load	Open			May 1, 1995	$586.33M	1.580%	Below Average	$1,000	−$185.96M
FRISX	Franklin Rising Dividends Fund R6 Class	Retirement, Large	Open			May 1, 2013	$3.29B	0.520%	Below Average	$1M	−$440.82M
FRDRX	Franklin Rising Dividends Fund Class R	Retirement, Medium	Open			Jan 2, 2002	$167.05M	1.080%	Below Average	$1,000	−$19.40M

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