Franklin Growth’s stable and experienced manager earns this strategy’s cheaper share classes a Morningstar Analyst Rating of Bronze, while its pricier ones are rated Neutral.
Will FIFRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FIFRX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the FIFRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of FIFRX’s parent organization’s priorities and whether they’re in line with investors’ interests.