CFIPX – Franklin Global Equity A Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital growth; dividend income, if any, is incidental to this objective. The fund invests primarily in the common stock of U.S. and non-U.S. issuers. Under normal circumstances, it invests at least 80% of its assets in equity and equity-related securities. Equity securities include exchange-traded and over-the-counter (OTC) common and preferred stocks, warrants and rights, securities convertible into common stocks, and securities of other investment companies and of real estate investment trusts ("REITs").

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
LMPEX	Franklin Global Equity Fund 1	No Load	Closed			Dec 1, 2006	$1.66M	0.980%	Average	$0	−$132,433.08
SMYIX	Franklin Global Equity Fund I	Institutional	Open			May 20, 2003	$189.48M	0.950%	Above Average	$1M	−$1.90M
SMYSX	Franklin Global Equity Fund IS	Institutional	Open			Aug 9, 2019	$39.58M	0.830%	Below Average	$1M	$22.15M
CFIPX	Franklin Global Equity Fund A	Front Load	Open			Mar 1, 1991	$440.01M	1.220%	Above Average	$1,000	$38.96M
SILLX	Franklin Global Equity Fund C	Level Load	Open			Sep 12, 2000	$11.79M	1.960%	Above Average	$1,000	$3.31M

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