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Franklin Global Equity A CFIPX

Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 21.91  /  +2.05 %
  • Total Assets 267.3 Mil
  • Adj. Expense Ratio
    1.300%
  • Expense Ratio 1.300%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Global Large-Stock Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.96%
  • Turnover 24%

USD | NAV as of Feb 22, 2024 | 1-Day Return as of Feb 22, 2024, 11:13 PM GMT+0

Morningstar’s Analysis CFIPX

Will CFIPX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

The combination of an Average People Pillar rating and a Low Process Pillar rating limit Franklin Global Equity A to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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Portfolio Holdings CFIPX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 20.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

5.22 13.1 Mil
Technology

Microsoft Corp

3.41 8.6 Mil
Technology

Amazon.com Inc

2.36 5.9 Mil
Consumer Cyclical

Alphabet Inc Class C

1.68 4.2 Mil
Communication Services

Alphabet Inc Class A

1.65 4.1 Mil
Communication Services

Novo Nordisk A/S Class B

1.47 3.7 Mil
Healthcare

UnitedHealth Group Inc

1.32 3.3 Mil
Healthcare

Meta Platforms Inc Class A

1.27 3.2 Mil
Communication Services

NVIDIA Corp

1.22 3.1 Mil
Technology

Applied Materials Inc

1.20 3.0 Mil
Technology