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Franklin Managed Trust Rising Dividends Fund Cl A: (MF: FRDPX)
(NASDAQ Mutual Funds) As of May 9, 2025 08:00 PM ET
$87.93 USD
-0.03 (-0.03%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -1.46 | 62 |
| 3 months | -1.46 | 62 |
| 6 months | -3.94 | 86 |
| 1 Year | 1.61 | 90 |
| 3 Year | 5.17 | 73 |
| 5 Year | 15.18 | 61 |
| 10 Year | 10.15 | 34 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 78.66 |
| Bear Market (10/07 - 2/09) | -44.93 |
| Bull Market (2/09 - 3/21) | 706.85 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | -3.69 |
| 5 Year | 13.95 |
| 10 Year | 9.56 |
| Since Inception | 9.44 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -1.46 | NA | NA | NA |
| 2024 | 7.47 | -1.67 | 7.57 | -2.51 |
| 2023 | 3.63 | 4.68 | -5.42 | 9.31 |
| 2022 | -5.87 | -12.47 | -4.01 | 13.06 |
| 2021 | 4.09 | 8.23 | 0.58 | 11.75 |
| 2020 | -20.43 | 19.71 | 9.54 | 11.46 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -1.46 | 10.81 | 12.15 | -10.59 | 26.63 | 16.30 | 29.85 | -5.30 | 20.27 | 14.39 | -3.54 |
| % Total Return Rel to Index | 2.80 | -14.20 | -14.08 | 7.60 | -2.04 | -2.09 | -1.63 | -0.91 | -1.51 | 2.46 | -4.93 |
| % Total Return Rel to Peer | -0.98 | -5.02 | -3.12 | 0.19 | 2.29 | 8.09 | 4.21 | 2.25 | 2.86 | 3.07 | -0.32 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 3.00 | 2.00 | 2.00 | 2.00 | 2.00 | 2.00 | 2.00 | 4.00 |
| % Dividends | 0.00 | 0.75 | 0.87 | 0.76 | 0.54 | 0.65 | 0.71 | 0.71 | 0.67 | 0.85 | 0.62 |
| % Yield | 0.00 | 0.73 | 0.74 | 0.84 | 0.50 | 0.77 | 0.95 | 1.17 | 1.02 | 1.50 | 1.18 |
| Capital Gains ($) | 0.00 | 8.28 | 3.19 | 3.34 | 3.74 | 0.00 | 1.38 | 2.16 | 1.39 | 1.10 | 1.91 |
| Expense Ratio | 0.00 | 0.82 | 0.83 | 0.84 | 0.85 | 0.86 | 0.87 | 0.87 | 0.91 | 0.91 | 0.92 |
* 1 = Top 20%, 5 = Bottom 20%