The current low interest rate environment may have your clients concerned about the specter of rising interest rates and how their portfolios might be impacted.
With a flexible and dynamic investment approach, Franklin Income Fund has a track record of strong historical performance, whether interest rates were rising or falling.
A Record of Strong Long-Term Returns in Rising and Declining Interest Rate Environments
August 31, 1948–September 30, 2017
Treasuries, if held to maturity, offer a fixed rate of return and fixed principal value; their interest payments and principal are guaranteed.
Performance data represents past performance, which does not guarantee future results. Current performance may differ from the figures shown. A fund’s investment return and principal value will change with market conditions, and investors may have a gain or a loss when they sell their shares. Please view Franklin Income Fund’s most recent month-end performance and yield information.
Advisor Class shares are only offered to certain eligible investors as stated in the prospectus. They are offered without sales charges or Rule 12b-1 fees. The fund offers multiple share classes, which are subject to different fees and expenses that will affect their performance. Please see the prospectus for details.
Seeking undervalued securities unconstrained by asset classes or market cycles
Pursuing income across the capital structure of a company using stocks, convertible securities and bonds
Adjusting fund allocations without set proportions based on current market opportunities
”With over 69 years of uninterrupted dividends, Franklin Income Fund provides investors seeking income a time-tested strategy that has delivered strong results.”3
Edward D. PerksPortfolio Manager, Franklin Income Fund
Set up time with your Franklin Templeton sales representative to learn more about the strategy, benefits and results of Franklin Income Fund.
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1-year | 3-year | 5-year | 10-year | Since Inception (8/31/48) | |
---|---|---|---|---|---|
Advisor Class1 | 8.62% | 5.32% | 6.80% | 5.71% | 10.27% |
Class A4 | |||||
Without Sales Charge | 8.41% | 5.14% | 6.69% | 5.52% | 10.21% |
With 4.25% Initial Sales Charge | 3.91% | 3.58% | 5.76% | 5.08% | 10.14% |
Expense Ratio | |
---|---|
Advisor Class | 0.46% |
Class A | 0.61% |
30-Day Standardized Yield As of DECEMBER 31, 20175 | |
---|---|
Advisor Class | 4.05% |
Class A | 3.73% |
Performance data represents past performance, which does not guarantee future results. Current performance may differ from the figures shown. A fund’s investment return and principal value will change with market conditions, and investors may have a gain or a loss when they sell their shares. Please view Franklin Income Fund’s most recent month-end performance and yield information.
Advisor Class shares are only offered to certain eligible investors as stated in the prospectus. They are offered without sales charges or Rule 12b-1 fees. The fund offers multiple share classes, which are subject to different fees and expenses that will affect their performance. Please see the prospectus for details.
Footnotes
All investments involve risks, including possible loss of principal. The fund's share price and yield will be affected by interest rate movements. Bond prices generally move in the opposite direction of interest rates. Thus, as the prices of bonds in the fund adjust to a rise in interest rates, the fund's share price may decline. Changes in the financial strength of a bond issuer or in a bond's credit rating may affect its value. The fund's portfolio includes a substantial portion of higher-yielding, lower-rated corporate bonds because of the relatively higher yields they offer. Floating-rate loans are lower-rated, higher-yielding instruments, which are subject to increased risk of default and can potentially result in loss of principal. These securities carry a greater degree of credit risk relative to investment-grade securities. Stock prices fluctuate, sometimes rapidly and dramatically, due to factors affecting individual companies, particular industries or sectors, or general market conditions. These and other risk considerations are discussed in the fund's prospectus.
Your clients should carefully consider a fund’s investment goals, risks, charges and expenses before investing. Download a prospectus, which contains this and other information. Your clients should read the prospectus carefully before they invest or send money.