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Morningstar

Franklin Biotechnology Discovery A FBDIX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 149.77  /  +0.73 %
  • Total Assets 949.0 Mil
  • Adj. Expense Ratio
    1.070%
  • Expense Ratio 1.070%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Health
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield —
  • Turnover 36%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0

Morningstar’s Analysis FBDIX

Will FBDIX outperform in 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 FBDIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FBDIX 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 FBDIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Experienced team but not yet a standout.

Director Katie Rushkewicz Reichart

Katie Rushkewicz Reichart

Director

Summary

Franklin Biotechnology Discovery has an experienced team at the helm, but it needs to distinguish itself.

by Katie Rushkewicz Reichart
Rated on Published on

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Portfolio Holdings FBDIX

More FBDIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 44.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amgen Inc

8.05 72.4 Mil
Healthcare

Regeneron Pharmaceuticals Inc

7.27 65.4 Mil
Healthcare

Vertex Pharmaceuticals Inc

6.20 55.8 Mil
Healthcare

Ascendis Pharma A/S ADR

3.86 34.7 Mil
Healthcare

Insmed Inc

3.62 32.5 Mil
Healthcare

Biogen Inc

3.33 30.0 Mil
Healthcare

Merus NV

3.29 29.6 Mil
Healthcare

Gilead Sciences Inc

3.08 27.7 Mil
Healthcare

AstraZeneca PLC ADR

2.92 26.2 Mil
Healthcare

Intra-Cellular Therapies Inc

2.70 24.3 Mil
Healthcare