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Franklin Equity Income Fund Class A (FISEX)
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Franklin Equity Income A
31.89
-0.22
-0.69%
- Overview
- Profile
- Historical Data
- Holdings
FISEX Overview
On this page you'll find an in-depth profile of Franklin Equity Income Fund Class A. Learn about the key management, total assets, investment strategy and contact information of FISEX among other information.
Investment Strategy
The investment seeks to maximize total return by emphasizing high current income and long-term capital appreciation, consistent with reasonable risk. The fund normally invests at least 80% of its net assets in equity securities, including securities convertible into common stocks. It generally invests predominantly in common stocks, and the remainder of its assets in other equity-related instruments such as convertible securities and equity-linked notes (ELNs). The fund may invest in foreign securities, but does not currently anticipate investing more than 15% of its total assets in securities of issuers domiciled outside the United States.
Contact Information
Address
One Franklin Parkway, Building 970, 1st Floor
San Mateo,CA 94403
United States
San Mateo,CA 94403
United States
Phone
+1 650 3122000
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Matthew D. Quinlan | Vice President | 2011 | Now |
| Biography | Matt Quinlan is a vice president, research analyst and portfolio manager for the Franklin Equity Group. He is the lead manager of the Franklin Equity Income Fund and a co-manager of the Franklin Income Fund and the Franklin Convertible Securities Fund. Mr. Quinlan is the leader of the Consumer Research Team and he has research coverage responsibilities for the retail and consumer products sectors. He also analyzes debt and equity investments for the Core/Hybrid Team. Prior to joining Franklin Templeton in 2005, Mr. Quinlan worked in investment banking at Citigroup. | ||
| Alan E. Muschott | Vice President | 2005 | Now |
| Biography | Mr. Muschott is a vice president of Franklin Advisers, Inc. He has been with Franklin Templeton Investments since 1998. Mr. Muschott holds the Chartered Financial Analyst designation. | ||
| Todd Brighton | Portfolio Manager | 2015 | 2024 |
| Biography | Todd Brighton is a vice president, portfolio manager and research analyst for Franklin Templeton Multi-Asset Solutions. He is the lead manager of the Franklin Liberty US Low Volatility ETF. Mr. Brighton analyzes equity and equity-linked investments for the Core/Hybrid team and specializes in the development of volatility-based strategies. Mr. Brighton joined Franklin Templeton in 2000. He is a Chartered Financial Analyst (CFA) charterholder and a member of the CFA Institute and the CFA Society of San Francisco. | ||
| Kimberly Strand | Portfolio Manager | 2013 | 2015 |
| Biography | Ms. Strand has been a portfolio manager since March 2013, providing research and advice on the purchases and sales of individual securities, and portfolio risk assessment. She joined Franklin Templeton Investments in 2005. | ||
| Edward D. Perks | Executive Vice President | 2005 | 2013 |
| Biography | Edward Perks is chief investment officer of Franklin Templeton Investment Solutions and president of Franklin Advisers, Inc. In this role, Mr. Perks has oversight of myriad multi-asset investment capabilities designed to meet client needs for specific investment solutions. Mr. Perks joined Franklin Templeton in 1992. Mr. Perks holds a B.A. in economics and political science from Yale University. He is a Chartered Financial Analyst (CFA) charterholder, a member of the CFA Institute, and the Security Analysts of San Francisco (SASF). | ||
| Frank M. Felicelli | Senior Vice President | 1988 | 2012 |
| Biography | Mr. Felicelli is EVP of Franklin Templeton Portfolio Advisors (FTPA) and CIO of Franklin Portfolio Advisors (FPA), a division of FTPA, where he is involved with the administration of FPA’s private account investment advisory services. He joined Franklin in 1986 as a VP of FTPA, where he was responsible for the portfolio management and administration of private accounts for Franklin. He is also senior VPt and PM of FEG Group, for whom he began managing funds in 1988. Prior to his career with FTI, he was a trust investment officer for the Bank of California and served as vice president and director of research for a San Francisco-based investment advisory firm. | ||
| Samuel R. Kerner | Portfolio Manager | 2003 | 2005 |
| Biography | Samuel Kerner, CFA, Vice President and Portfolio Manager of Franklin Advisory Services. Mr. Kerner joined Franklin Templeton in 1996. He has been in the investment industry for more than 20 years. Until 2005, Mr. Kerner co-managed the Franklin Equity Income Fund and Franklin Templeton Variable Insurance Products (FTVIP) Growth and Income portfolio for Franklin Advisers in San Mateo, CA. Previously, he served as a co-portfolio manager and research analyst supporting the Franklin Real Estate Securities Fund. Prior to that, Mr. Kerner focused on credit analysis for Franklin's money market research team. | ||
| Derek Taner | Lead Portfolio Manager | 2000 | 2005 |
| Biography | Derek Taner is the lead portfolio manger for the Invesco Global Health Care team. Mr. Taner joined Invesco in 2005, coming from Franklin Advisers Inc. where he served as a portfolio manager on Franklin Templeton’s health care team from 2002 through 2005 — the fi nal two years as lead manager. He began his investment career in 1993 as a fi xed-income analyst with Franklin Templeton and was promoted to assistant portfolio manager in 1997. In 2000, he joined the fi rm’s equity department and was named co-manager of its equity-income product. Mr. Taner earned a Bachelor of Science degree in business administration with an emphasis in accounting and fi nance and a Master of Business Administration degree from the Haas School of Business at the University of California (Berkeley). He is a CFA charterholder. | ||
| Howard M. McEldowney | President | 1988 | 2002 |
| Biography | Howard McEldowney is chairman of Franklin Private Client Group, Inc. He is also a senior portfolio manager for Franklin Advisers, Inc., where he manages the Franklin Equity Income Fund. From 1971 until his move to Franklin in 1984, Mr. McEldowney served as president of Harris, Bretall & McEldowney, Inc. Prior to 1971, he worked in the comptroller’s office of Time, Inc., was a securities analyst in the research department of Manufacturers Hanover Trust Company, was a group field representative for Travelers Insurance Company, and was associated with two investment counseling firms. Mr. McEldowney graduated from Harvard University and received a Master of Business Administration degree from Columbia University. | ||
| William Hawes | Portfolio Manager | 1999 | 2000 |
| Biography | William Hawes is portfolio manager and research analyst for Franklin Advisers, Inc. Mr. Hawes manages several mutual funds and is a member of the Franklin Institutional large cap growth equity management team. Mr. Hawes specializes in analysis of retail stores, supermarkets/drug stores and furniture companies. Mr. Hawes joined Franklin Templeton in 1998 as an analyst. Prior to joining Franklin Templeton, he was a production analyst at North American Mortgage Company. | ||
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