Franklin Equity Income Fund - Franklin Templeton
Shareclass
Franklin Equity Income Fund Advisor Class (FEIFX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Franklin Equity Income Fund - Franklin Templeton
FUND COVERAGE
# of holdings66
% of assets88%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
28 / 40
Gender Equality: Equal Compensation and Work Life Balance
8 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. AstraZeneca PLC1.64%$77.23M
- 2. Procter & Gamble Co/The2.1%$99.03M
- 3. Boston Scientific Corp0.42%$19.88M
- 4. Bank of America Corp2.89%$136.19M
- 5. Philip Morris International Inc1.8%$84.79M
- 6. Shell PLC1.03%$48.34M
- 7. JPMorgan Chase & Co4.03%$189.65M
- 8. Johnson & Johnson2.93%$138.05M
- 9. Blackrock Inc1.43%$67.14M
- 10. McDonald's Corp0.84%$39.38M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Lennar Corp0.5%$23.51M
- 2. Canadian Natural Resources Ltd0.58%$27.26M
- 3. Blackstone Inc1.1%$51.63M
- 4. NextEra Energy Inc1.63%$76.69M
- 5. Broadcom Inc0.77%$36.44M
- 6. Charles Schwab Corp/The1.72%$80.8M
- 7. Hubbell Inc1.37%$64.65M
- 8. BJ's Wholesale Club Holdings Inc0.6%$28.19M
- 9. Parker-Hannifin Corp1.69%$79.55M
- 10. United Rentals Inc0.86%$40.67M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Franklin Equity Income Fund - Franklin Templeton
Totals
Holdings
Assets
Weight
Prisons
5.0
$389.19M
8.27%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
5.0
$388.12M
8.24%
Borders high risk
1.0
$71.83M
1.53%
Total
7.0
$512.68M
11%
Holdings — 7 flagged holdings
1.
Alphabet Inc
:$127.6M
2.71%
2.
Walmart Inc
$85.19M
1.81%
3.
RTX Corp
:$71.83M
1.53%
4.
Thermo Fisher Scientific Inc
:$69.43M
1.47%
5.
Amazon.com Inc
:$67.6M
1.44%
6.
Ingersoll Rand Inc
:$51.65M
1.1%
7.
McDonald's Corp
$39.38M
0.84%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Franklin Equity Income Fund - Franklin Templeton FEIFX
Environment
Social
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