Here's a look at the Franklin Rising Dividends Fund. The fund specializes in buying the stocks of companies that have consistently increased their dividends and are likely to continue increasing them, based on the assessment of the fund's managers.
TICKER: FRDPX
STOCK INVESTMENT CATEGORY: Large-Cap Blend
YEAR-TO-DATE RETURN: 4.9 percent
S&P 500 TOTAL RETURN: 10.7 percent
5-YEAR ANNUALIZED RETURN: 1.8 percent
S&P 500: 0.9 percent
10-YEAR ANNUALIZED RETURN: 6 percent
S&P 500: 6.6 percent
FUND ASSETS: $7.8 billion
EXPENSE RATIO: 0.99 percent
MINIMUM INITIAL INVESTMENT: $1,000
MANAGERS: Don Taylor, Bruce Baughman, William Lippman, Margaret McGee
RECENT TOP HOLDINGS
— Chevron (5.1 percent of portfolio)
— IBM (4.8 percent)
— Johnson & Johnson (4.7 percent)
— Abbott Laboratories (4.3 percent)
— Wal-Mart Stores (4.1 percent)
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Note: Data through August 1; portfolio holdings as of June 30
Sources: Morningstar, Franklin Templeton Investments