Franklin Convertible Securities Fund

This fund or share class has been closed to new investors.

This fund or share class has been closed to new investors.

Average Annual Total Returns [further-information] As of 12/31/2019

Month EndAs of 12/31/2019 1 Yr 3 Yr 5 Yr 10 Yr Since InceptionInception 10/02/1995
Fund without Sales Charge (%) (NAV) 22.98 14.21 9.76 9.79 8.13
Fund with Sales Charge (%) (POP) 21.98 14.21 9.76 9.79 8.13
ICE BofAML All Alternatives U.S. Convertibles Index (%) 25.86 13.61 9.17 11.37
Quarter EndAs of 12/31/2019 1 Yr 3 Yr 5 Yr 10 Yr Since InceptionInception 10/02/1995
Fund without Sales Charge (%) (NAV) 22.98 14.21 9.76 9.79 8.13
Fund with Sales Charge (%) (POP) 21.98 14.21 9.76 9.79 8.13
ICE BofAML All Alternatives U.S. Convertibles Index (%) 25.86 13.61 9.17 11.37

Calendar Year Returns

2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Fund without Sales Charge (%) (NAV) 22.98 3.46 17.07 6.87 0.09 3.52 22.31 12.54 -6.24 19.50
Fund with Sales Charge (%) (POP) 21.98 2.49 16.07 5.87 -0.88 2.54 21.31 11.54 -7.15 18.50
ICE BofAML All Alternatives U.S. Convertibles Index (%) 25.86 3.45 12.61 7.22 -1.35 8.34 26.33 15.66 -5.59 26.61

Cumulative Total Returns [further-information] As of 12/31/2019

Month EndAs of 12/31/2019 YTD 1 Yr 3 Yr 5 Yr 10 Yr Since Inception since 10/02/1995
Fund without Sales Charge (%) (NAV) 22.98 22.98 48.96 59.33 154.39 565.77
Fund with Sales Charge (%) (POP) 21.98 21.98 48.96 59.33 154.39 565.77
ICE BofAML All Alternatives U.S. Convertibles Index (%) 25.86 25.86 46.61 55.08 193.41
Quarter EndAs of 12/31/2019 YTD 1 Yr 3 Yr 5 Yr 10 Yr Since Inception since 10/02/1995
Fund without Sales Charge (%) (NAV) 22.98 22.98 48.96 59.33 154.39 565.77
Fund with Sales Charge (%) (POP) 21.98 21.98 48.96 59.33 154.39 565.77
ICE BofAML All Alternatives U.S. Convertibles Index (%) 25.86 25.86 46.61 55.08 193.41

After-Tax Average Annual Total Returns [further-information] As of 12/31/2019

No chart available for this data.
Month EndAs of 12/31/2019 1 YR 3 YR 5 YR 10 YR
Fund without Sales Charge (%) (NAV) Before Shares Sold
Fund without Sales Charge (%) (NAV) After Shares Sold
Fund with Sales Charge (%) (POP) Before Shares Sold
Fund with Sales Charge (%) (POP) After Shares Sold
No chart available for this data.
Quarter EndAs of 12/31/2019 1 YR 3 YR 5 YR 10 YR
Fund without Sales Charge (%) (NAV) Before Shares Sold
Fund without Sales Charge (%) (NAV) After Shares Sold
Fund with Sales Charge (%) (POP) Before Shares Sold
Fund with Sales Charge (%) (POP) After Shares Sold

SALES CHARGE, EXPENSES & FEES As of 03/01/2019 (updated annually)

Gross Expense Ratio 1.62%
Net Expense Ratio [further-information] 1.60%
Max Initial Sales Charge 0.00%
CDSC 1.00%

Volatility Measures [further-information] As of 12/31/2019 Updated Monthly, based on a 3-year period

Beta 1.06
Sharpe Ratio 1.29
Standard Deviation 9.72

Benchmarks

A benchmark is a comparable broad-based index that can be used to evaluate a fund's performance.

  • ICE BofAML All Alternatives U.S. Convertibles Index