Morningstar

Franklin Global Equity Fund A CFIPX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 31.21  /  +0.55 %
  • Total Assets 647.8M
  • Adj. Expense Ratio
    1.220%
  • Expense Ratio 1.220%
  • 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 0.46%
  • Turnover 31%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:41 AM GMT+0

Morningstar’s Analysis CFIPX

Will CFIPX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CFIPX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CFIPX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CFIPX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Franklin Global Equity A holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings CFIPX

More CFIPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

6.27 39M
Technology

Apple Inc

4.54 29M
Technology

Microsoft Corp

3.31 21M
Technology

Alphabet Inc Class A

2.96 19M
Communication Services

Alphabet Inc Class C

2.70 17M
Communication Services

Amazon.com Inc

2.53 16M
Consumer Cyclical

Invesco Shrt-Trm Inv Treasury Instl

2.29 14M
Cash and Equivalents

Micron Technology Inc

2.18 14M
Technology

Meta Platforms Inc Class A

1.79 11M
Communication Services

Lam Research Corp

1.49 9M
Technology

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