Franklin Income Fund (FKINX): Investment Ad

Find investing review of Franklin Income Fund (FKINX). As one of top mutual funds, it provides high yield for income.

Franklin Income Fund - FKINX | Top Mutual Fund Fund Review

Reading a financial or investing newspaper or magazine, you will notice lots of investing idea. One of the recent ad features Franklin Income Fund (FKINX). This balanced mutual fund is provided by Franklin Templeton Investments.

Should you buy this best mutual fund for your brokerage, retirement, or 401(k) account? Find my fund review below. Select the best funds for your investing account or long term account. I provide various aspects of review including fund performance, expense fee, rank, and more.

The investment ad is as follows:
Franklin Income Fund
Celebrating 65 Years of Consecutive Dividends 
Generations of Income Generation 
At 65 – an age when many retire – Franklin Income Fund is still going strong. 
The fund was launched in 1948, offering investors the potential for long-term growth and current income. Since that time the fund has never missed a single dividend payment – something our investors, many of whom are in or preparing for retirement, have come to rely upon.
To learn more, contact your financial advisor or visit
Franklin Income FundOverall Morningstar Rating™ 7/31/2013 – Class AOut of 584 U.S. – domiciled Conservative Allocation Funds4 stars 
Morningstar Ratings measure risk-adjusted returns. The Overall Morningstar Rating™ for a fund is derived from a weighted average of the performance figures associated with its 3-, 5- and 10-year (if applicable) rating metrics. Past performance does not guarantee future results. 
Franklin Templeton Investments – Gain from our perspective 
You should carefully consider a fund’s investment goals, risks, charges and expenses before investing. You’ll find this and other information in the fund’s summary prospectus and/or prospectus, which you can obtain from your financial advisor. Please read a prospectus carefully before investing.

Franklin Income Fund

The main goal of this mutual Fund is to seek income by selecting investments such as corporate, foreign and U.S. Treasury bonds, as well as stocks with relatively high dividends. This popular mutual fund has total net assets of $ 80.6 billion. It also has annual expense ratio of 0.64%. The yield is 5.50% and is distributed on monthly basis. The 30-Day SEC yield is 4.23%.

This conservative allocation fund is rank on top 4th percentile in its category. The YTD return is 11.85%. Since the inception in 1948, this top balanced fund has recorded 52 years of positive return and 12 years of negative return. Based on the load adjusted returns, the fund’s past performance is as below:
  • 1-year: 6.02%
  • 3-year: 8.48%
  • 5-year: 9.96%
  • 10-year: 7.28%
This Franklin Templeton mutual fund is available in other classes, such as Class C (FCISX), Class R (FISRX), Class R6 (FNCFX) and Advisor Class (FRIAX). The top 5 stock holdings as of September 2013 are Royal Dutch Shell PLC (2.20%), Merck & Co (2.07%), BP PLC (1.57%), General Electric Co (1.48%) and Wells Fargo & Co (1.28%). The top asset allocations are 47.19% in stocks and 36.54% in bonds.

Last Words

  • This balanced fund has good long term track record
  • It is also popular among investors for their 401(k) or retirement account
  • Avoid class A fund which has a steep sales load of 4.25%. Choose other classes of this fund


Post a Comment