Franklin Investors Securities Trust
09/30/2025 | Press release | Distributed by Public on 09/30/2025 09:03
Summary Prospectus by Investment Company (Form 497K)
460-P1 09/25
FRANKLIN INVESTORS SECURITIES TRUST
SUPPLEMENT DATED SEPTEMBER 30, 2025
TO THE SUMMARY PROSPECTUS, PROSPECTUS AND
STATEMENT OF ADDITIONAL INFORMATION ("SAI"),
EACH DATED MARCH 1, 2025, OF
FRANKLIN TOTAL RETURN FUND (THE "FUND")
Effective September 30, 2025, the following changes are made to the Fund's Summary Prospectus, Prospectus and SAI:
1) The following is added to the section titled "Fund Summary - Portfolio Managers" in the Fund's Summary Prospectus and Prospectus:
Albert Chan, CFA
Portfolio Manager of Advisers and portfolio manager of the Fund since September 2025.
2) The following is added to the section titled "Fund Details - Management" in the Fund's Prospectus:
Albert Chan, CFA Portfolio Manager of Advisers
Mr. Chan has been a portfolio manager of the Fund since September 2025. He joined Franklin Templeton in 2024. Prior to joining Franklin Templeton, Mr. Chan was a portfolio manager for Putnam Investment Management, LLC ("Putnam Management"). He joined Putnam Management in 2002.
3) The following is added to the section titled "Management and Other Services - Portfolio managers" in the Fund's SAI:
|
Name |
Type of |
Number of Accounts Managed |
Total Assets Managed (x $1 million) |
Number of Accounts Managed for which Advisory Fee is Performance-Based |
Assets Managed for which Advisory Fee is Performance-Based (x $1 million) |
|
Albert Chan* |
Registered Investment Companies |
14 |
16,616.0 |
None |
None |
|
Other Pooled Investment Vehicles |
9 |
1,846.0 |
None |
None |
|
|
Other Accounts |
43 |
3,219.9 |
1 |
449.1 |
*Information is provided as of August 31, 2025.
4) The following is added to the section titled "Management and Other Services - Portfolio managers - Ownership of Fund shares" in the Fund's SAI:
|
Portfolio Manager |
Dollar Range of Fund Shares Beneficially Owned |
|
Albert Chan* |
None |
|
*Information is provided as of August 31, 2025 |
Please retain this supplement for future reference.
Franklin Investors Securities Trust published this content on September 30, 2025, and is solely responsible for the information contained herein. Distributed via SEC EDGAR on September 30, 2025 at 15:03 UTC. If you believe the information included in the content is inaccurate or outdated and requires editing or removal, please contact us at [email protected]