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Morningstar

Franklin Growth Adv FCGAX

Morningstar Analyst Rating
Analyst rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 110.97  /  1.30 %
  • Total Assets 15.8 Bil
  • Adj. Expense Ratio
    0.550%
  • Expense Ratio 0.550%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.13%
  • Turnover 5%

USD | NAV as of Feb 08, 2023 | 1-Day Return as of Feb 08, 2023, 11:14 PM GMT+00:00

Morningstar’s Analysis FCGAX

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

People Pillar

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

Franklin Growth’s team lacks competitive edge.

Associate Analyst

Summary

| by Sachin Nagarajan

Franklin Growth’s investment team doesn’t stand out in the ultra-competitive U.S. large-cap arena, leading to a downgrade of its Morningstar Analyst Rating to Neutral from Bronze for its cheapest share classes, while pricier ones remain Neutral.

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