Morningstar

Franklin DynaTech Fund Class R6 FDTRX

Morningstar Medalist Rating
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Medalist Rating as of See Franklin Templeton Investment Hub
  • NAV / 1-Day Return $206.69  /  −0.05 %
  • Fund Size $27.2B
  • Adjusted Expense Ratio 0.440%
  • Net Expense Ratio 0.440%
  • Fee Level: Distribution Low
  • Share Class Type Retirement, Large
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 30%
NAV and 1-Day Return as of

Morningstar’s Analysis FDTRX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Franklin DynaTech R6 holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

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Portfolio Holdings FDTRX

More FDTRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 52.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

12.24 4B
Technology

Amazon.com Inc

8.35 2B
Consumer Cyclical

Alphabet Inc Class A

6.92 2B
Communication Services

Meta Platforms Inc Class A

4.86 1B
Communication Services

Apple Inc

4.46 1B
Technology

Broadcom Inc

3.53 1B
Technology

Microsoft Corp

3.44 1B
Technology

Taiwan Semiconductor Manufacturing Co Ltd ADR

3.06 912M
Technology

SanDisk Corp Ordinary Shares

2.91 870M
Technology

Celestica Inc Ordinary Shares (Subordinate Voting)

2.42 723M
Technology

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