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Franklin Convertible Securities Fund Class Advisor: (MF: FCSZX)

(NASDAQ Mutual Funds) As of Aug 24, 2026 05:37 PM ET

$26.43 USD

-0.17 (-0.64%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jul 31, 2026

Total Return %* Percentile Rank Objective
YTD 10.28 80
3 months 5.34 4
6 months 8.19 57
1 Year 18.94 68
3 Year 14.20 55
5 Year 6.46 33
10 Year 12.50 12

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Jul 31, 2026

1 Year 21.89
5 Year 6.80
10 Year 13.17
Since Inception 11.80

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -1.01 12.99 NA NA
2025 -2.68 7.32 5.72 3.08
2024 3.97 0.04 6.31 5.00
2023 4.19 0.82 -2.07 7.17
2022 -7.40 -13.97 0.94 4.87
2021 1.73 4.52 0.62 0.50

Annual Return

20262025202420232022202120202019201820172016
% Total Return 10.2813.8216.1210.25-15.687.5446.6224.194.5418.207.95
% Total Return Rel to Index 1.64-4.39-8.89-15.982.52-21.1428.22-7.298.93-3.58-3.98
% Total Return Rel to Peer -6.59-2.405.031.432.403.194.842.576.015.550.46
% Perf Quintile vs Peer* 5.004.001.002.002.002.002.003.001.001.003.00
% Dividends 0.160.420.310.220.190.290.330.310.640.500.52
% Yield 0.611.601.301.680.930.951.041.313.182.382.83
Capital Gains ($) 0.002.000.700.291.525.192.931.610.751.040.34
Expense Ratio 0.580.560.570.560.580.570.580.580.590.590.60

* 1 = Top 20%, 5 = Bottom 20%