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Morningstar

Franklin Growth Opportunities A FGRAX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 46.30  /  −0.17 %
  • Total Assets 4.2 Bil
  • Adj. Expense Ratio
    0.940%
  • Expense Ratio 0.940%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield —
  • Turnover 17%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 11:49 PM GMT+0

Morningstar’s Analysis FGRAX

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

  • People Pillar

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

Franklin Growth Opportunities A's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
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Portfolio Holdings FGRAX

More FGRAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 40.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Apple Inc

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Eli Lilly and Co

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Monolithic Power Systems Inc

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Uber Technologies Inc

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