Tax Forms for Accounts Held Directly with Franklin Templeton and Putnam Investments

6 days ago · Take a closer look at the prices & performance of Franklin Templeton's Mutual Funds.

Franklin Resources, Inc. is an American multinational holding company that, together with its subsidiaries, is referred to as Franklin Templeton; it is a global investment firm founded in New York City in 1947 as Franklin Distributors, Inc.

Review our list of all Franklin Templeton Funds that are available to invest in. Sort by star rating, minimum initial investment, share class, and more. See the full list!

Jan 7, 2025 · In this month’s issue, “US exceptionalism” remains the dominant global investment theme moving into 2025, according to Franklin Templeton Investment Solutions.

Feb 12, 2025 · Issued in the U.S.: Franklin Resources, Inc. and its subsidiaries offer investment management services through multiple investment advisers registered with the SEC. Franklin Distributors, LLC and Putnam Retail Management LP, members FINRA/SIPC, are Franklin Templeton broker/dealers, which provide registered representative services.

As of Dec. 31, 2024. Source: Kailash Capital Research, LLC. -6% total return includes dividends reinvested in the index for the period March 31, 2000, to March 31, 2010. 336% total return includes dividends reinvested in the index for the period Feb. 27, 2009 to Feb. 28, 2019.