Putnam
FRANKLIN EQUITY INCOME FUND Class R
Ticker FREIX · Mutual fund
Matched by tickerAll Franklin Templeton fundsSearch the plans that hold it
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Filings through .
Plans holding
1
1 with $250K or more
Dollars held
$577K
69,861 of 69,862 plans with fund lines hold none
Median per plan
$577K
Share of their fund dollars
4.4%
Other share classes of this fund
No plan holds a costlier class than the cheapest one held.
| Class | Cost tier | Plans | Dollars |
|---|---|---|---|
| Class R6FEIQX | Low cost | 29 | $73.3M |
| Franklin Equity Income Fund Class AFISEX | Not stated | 15 | $28.6M |
| Franklin Equity Income Fund Class R (this page)FREIX | Not stated | 1 | $577K |
Plans that added or dropped it from 2024 to 2025
Added
0 plans
$0 at year-end 2025
Dropped
0 plans
$0 at year-end 2024
Moved in
0 plans
from another class or vehicle
Moved out
0 plans
to another class or vehicle
No plan added or dropped this fund between 2024 and 2025.
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold FRANKLIN EQUITY INCOME FUND Class R
The largest 10 plans in each list.
| SKL, Inc. Dba Home Heating & Plumbing and Home & Hearth$13.6M plan · SKL, Inc. Dba Home Heating & Plumbing and Home & Hearth, ND · Equitable Advisors | $577K |
Plans whose filed schedule lists FRANKLIN EQUITY INCOME FUND Class R.
How the filings spell it
Show 1 name seen in the filings
- Putnam Equity Income