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Franklin Rising Dividends Fund (FRDAX)

SEC CIK 805650 · Series S000006858 · Portfolio as of 2026-06-30

Net assets
$27.36B
Holdings
56
Snapshots
30
History since
2019-09-30

Top holdings

SecurityValueWeight
Microsoft Corp. · MSFT$1.50B5.58%
Broadcom, Inc. · AVGO$1.30B4.82%
Eli Lilly & Co. · LLY$1.14B4.23%
Apple, Inc. · AAPL$1.13B4.18%
JPMorgan Chase & Co. · JPM$1.07B3.96%
Visa, Inc. · V$898.9M3.34%
Linde plc · LIN$882.2M3.27%
Applied Materials, Inc. · AMAT$881.0M3.27%
Walmart, Inc. · WMT$833.0M3.09%
Analog Devices, Inc. · ADI$734.8M2.73%

Sector exposure

technology
32.8%
healthcare
21.5%
financials
14.1%
consumer discretionary
10.9%
industrials
9.0%
utilities
3.7%
energy
3.5%
consumer staples
1.9%

Recent monthly returns

2026-01
+0.98%
2026-02
+1.77%
2026-03
-5.13%
2026-04
+5.68%
2026-05
+2.41%
2026-06
-0.23%

From N-PORT Part B, units verified by net-asset reconciliation.

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Source: SEC EDGAR Form N-PORT. Data is quarterly with a regulatory filing lag; this page shows the most recent public filing. Not investment advice.