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Franklin Equity Portfolio FEPFX

Quantitative rating as of
NAV / 1-Day Return
12.22  /  0.89 %
Total Assets
347,094.0
Adj. Expense Ratio
0.500%
Expense Ratio
0.500%
Fee Level
Low
Longest Manager Tenure
0.76 years
Category
World Large Stock
Investment Style
Large Blend
Min. Initial Investment
1,000
Status
Open
TTM Yield
Turnover
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Morningstar’s Analysis

Will FEPFX outperform in future?

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

The number of funds that receive a Morningstar Analyst Rating is limited by the size of the Morningstar analyst team. To expand the number of funds we cover, we have developed a machine-learning model that uses the decision-making processes of our analysts, their past ratings decisions, and the data used to support those decisions. The machine-learning model is then applied to the “uncovered” fund universe to create the Morningstar Quantitative Rating (denoted on this page by a ), which is analogous to the rating a Morningstar analyst might assign to the fund if an analyst covered the fund. These quantitative rating predictions make up what we call the Morningstar Quantitative Rating™ for funds. Click here for more on how to use these ratings.

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