Franklin Vertible Securities Fund Quote
| FCSZX Fund | USD 25.36 0.05 0.20% |
PerformanceSolid
| Odds Of DistressLow
|
Franklin Vertible is trading at 25.36 as of the 20th of September 2025; that is 0.20 percent up since the beginning of the trading day. The fund's open price was 25.31. Franklin Vertible has less than a 15 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 22nd of June 2025 and ending today, the 20th of September 2025. Click here to learn more.
The fund normally invests at least 80 percent of its net assets in convertible securities. It may invest up to 100 percent of its assets in securities that are rated below investment grade however, the fund will not invest more than 10 percent of its assets in non-convertible debt securities rated below B. More on Franklin Vertible Securities
Moving together with Franklin Mutual Fund
Franklin Mutual Fund Highlights
| Fund Concentration | Franklin Templeton Investments Funds, Large Funds, Convertibles Funds, Convertibles, Franklin Templeton Investments (View all Sectors) |
| Update Date | 30th of September 2025 |
Franklin Vertible Securities [FCSZX] is traded in USA and was established 20th of September 2025. Franklin Vertible is listed under Franklin Templeton Investments category by Fama And French industry classification. The fund is listed under Convertibles category and is part of Franklin Templeton Investments family. This fund currently has accumulated 4.13 B in assets under management (AUM) with minimum initial investment of 100 K. Franklin Vertible is currently producing year-to-date (YTD) return of 5.67% with the current yeild of 0.01%, while the total return for the last 3 years was 12.35%.
Check Franklin Vertible Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Franklin Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Franklin Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Franklin Vertible Securities Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Franklin Vertible Securities Mutual Fund Constituents
| EQH | Axa Equitable Holdings | Stock | Financials | |
| INFXX | Institutional Fiduciary Trust | Money Market Fund | US Money Market Fund | |
| SWP | SWP Growth Income | Etf | Large Blend | |
| SWK | Stanley Black Decker | Stock | Industrials |
Franklin Vertible Top Holders
| SSICX | Sierra Strategic Income | Mutual Fund | Nontraditional Bond | |
| SSIIX | Sierra Strategic Income | Mutual Fund | Nontraditional Bond | |
| SSIRX | Sierra Strategic Income | Mutual Fund | Nontraditional Bond | |
| SSIZX | Sierra Strategic Income | Mutual Fund | Nontraditional Bond | |
| SVARX | Spectrum Low Volatility | Mutual Fund | Nontraditional Bond |
Franklin Vertible Risk Profiles
| Mean Deviation | 0.3309 | |||
| Standard Deviation | 0.4272 | |||
| Variance | 0.1825 | |||
| Downside Variance | 0.1443 |
Franklin Vertible Against Markets
Other Information on Investing in Franklin Mutual Fund
Franklin Vertible financial ratios help investors to determine whether Franklin Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Franklin with respect to the benefits of owning Franklin Vertible security.
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