Delivering Retirement Income for Nearly 70 Years

For new retirees, it’s important to figure out how to generate income once they stop working. Here’s an idea to consider. Use any income distributions to help with monthly living expenses while reinvesting all capital gains.

Franklin Income Fund—Advisor Class has paid uninterrupted dividends for over 69 years while also paying annual capital gains 80% of the time.1, 2 Here’s how it would’ve worked for someone retiring about 15 years ago on December 31, 2002:3

For a retire
making

initial investment
in September 30, 2002

Generates an
average income

of
$3,306

After 15 years
Ending September 30, 2017

a total of
$595,151
from monthly income

+

a capital of
$664,397
from reinvestments


Click the envelopes below to see the income generated each month by this scenario.

THE ENVELOPE, PLEASE...

Hypothetical $500,000 Initial Investment, Withdrawal Income Distributions, Reinvest Capital Gains
15-Year Period Ended December 31, 2017

Reveal all

 JanFebMarAprMayJunJulAugSeptOctNovDec
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017

Performance data represents past performance, which does not guarantee future results. Current performance may differ from the figures shown. A fund’s investment returns and principal values will change with market conditions, and you may have a gain or a loss when you sell your shares. Please view Franklin Income Fund’s most recent month-end performance.


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.

Franklin Income Fund

Franklin Income Fund seeks to maximize income, while maintaining prospects for capital appreciation over the long term by:

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

Average Annual Total Returns (For Periods Ended December 31, 2017)

1-year3-year5-year10-yearSince Inception
(8/31/48)
Advisor Class2 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.

Advisor Class shares do not have sales charges or Rule 12b‐1 fees and are offered only to certain eligible investors as stated in the prospectus. The fund offers other share classes, subject to different fees and expenses that will affect their performance. Please see the fund’s prospectus for more information about fees and expenses.

Want to Learn More?

Learn about seeking better income outcomes for your clients with the Franklin Income Fund starter kit.
Fill out this form to view/order the starter kit:

It contains:

  • The Latest Fund Fact Sheet
  • A Detailed Product Profile
  • Investor’s Guide to Share with Clients
  • Benefits of Reinvesting Distributions Flyer
  • A Brochure About the 5 Reasons to Buy and Hold Franklin Income Fund

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