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) ____ Note: Data through August 1; portfolio holdings as of June 30 Sources: Morningstar, Franklin Templeton Investments
Franklin Rising Dividends mutual fund, at a glance
— Aug. 2 6:55 PM EDT
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