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BMGTX vs FKINX

Both BMGTX and FKINX are mutual funds. BMGTX has a lower 5-year return than FKINX (3.16% vs 8.76%). Below is the comparison between BMGTX and FKINX.

BMGTX FKINX
Security Type Mutual fund Mutual fund
Segment U.S. Balanced: Allocation--30% to 50% Equity U.S. Balanced: Allocation--30% to 50% Equity
Family Sterling Capital Funds Franklin Templeton Investments
Net Assets N/A $36.90B
Expense Ratio N/A 0.60%
Management Style active active
Dividend Yield N/A 4.65%
Minimum Investment $1,000,000.00 $3,000.00
YTD Return 2.29% 13.07%
1-Year Return 9.52% 6.58%
3-Year Return 1.52% 8.52%
5-Year Return 3.16% 8.76%
10-Year Return N/A 7.04%

BMGTX description

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BMGTX performance & returns

YTD Return 2.29%
1-Month Return 2.47%
3-Month Return 9.52%
1-Year Return 9.52%
3-Year Return 1.52%
5-Year Return 3.16%
10-Year Return N/A
BMGTX expense ratio is N/A.

BMGTX holdings

Top 10 Holdings (81.33% of Total Assets)

Name Symbol % Assets
Voya Securitized Credit I VCFIX 12.94%
PGIM High Yield R6 PHYQX 9.89%
Ashmore Emerging Markets Short Dur Instl ESFIX 9.14%
Madison Covered Call & Equity Income R6 MENRX 8.93%
Stone Ridge Hi Yld Reinsurance Risk PrmI SHRIX 8.08%
Vanguard High Dividend Yield ETF VYM 7.39%
Shenkman Capital Floating Rt Hi Inc Inst SFHIX 6.78%
SPDR® S&P Global Dividend ETF WDIV 6.40%
First Trust Dow Jones Global Sel Div ETF FGD 6.38%
Invesco SteelPath MLP Select 40 R6 OSPSX 5.40%

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FKINX description

The Fund seeks to maximize income while maintaining prospects for capital appreciation. The Fund will achieve this by investing in a diversified portfolio of debt and equity securities.

FKINX performance & returns

YTD Return 13.07%
1-Month Return 1.57%
3-Month Return 6.58%
1-Year Return 6.58%
3-Year Return 8.52%
5-Year Return 8.76%
10-Year Return 7.04%
FKINX expense ratio is 0.6%.

FKINX holdings

Top 10 Holdings (17.19% of Total Assets)

Name Symbol % Assets
JPMorgan Chase & Co JPM 2.26%
Chevron Corp CVX 1.92%
Southern Co SO 1.78%
Dominion Energy Inc D 1.73%
Community Health Systems Incorporated 9.88% N/A 1.69%
PepsiCo Inc PEP 1.63%
Exxon Mobil Corp XOM 1.61%
Duke Energy Corp DUK 1.60%
Verizon Communications Inc VZ 1.49%
Tenet Healthcare Corporation 8.12% N/A 1.48%

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