Morningstar

Franklin Growth Series Class R FGSRX

Morningstar Medalist Rating
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Medalist Rating as of See Franklin Templeton Investment Hub
  • NAV / 1-Day Return $141.58  /  −0.29 %
  • Fund Size $17.1B
  • Adjusted Expense Ratio 1.030%
  • Net Expense Ratio 1.020%
  • Fee Level: Distribution Below Average
  • Share Class Type Retirement, Medium
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 8%
NAV and 1-Day Return as of

Morningstar’s Analysis FGSRX

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

  • People Pillar

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

Steady as she goes.

Associate Analyst Indira Fisher

Indira Fisher

Associate Analyst

Summary

While Franklin Growth has undergone a change in leadership, investors should expect its long-standing approach to remain intact.

by Indira Fisher
Rated on Published on

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Portfolio Holdings FGSRX

More FGSRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 42.1
Top 10 Holdings
% Portfolio Weight
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