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Franklin Growth Opportunities R FKARX

Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 42.73  /  +0.40 %
  • Total Assets 4.4 Bil
  • Adj. Expense Ratio
    1.190%
  • Expense Ratio 1.190%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield
  • Turnover 17%

USD | NAV as of Apr 16, 2024 | 1-Day Return as of Apr 16, 2024, 10:11 PM GMT+0

Morningstar’s Analysis FKARX

Will FKARX outperform in future?

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

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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Portfolio Holdings FKARX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 40.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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Amazon.com Inc

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Consumer Cyclical

Meta Platforms Inc Class A

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Communication Services

Microsoft Corp

5.01 222.6 Mil
Technology

Mastercard Inc Class A

3.50 155.7 Mil
Financial Services

Alphabet Inc Class C

2.89 128.6 Mil
Communication Services

Apple Inc

2.65 117.9 Mil
Technology

ServiceNow Inc

2.62 116.5 Mil
Technology

Eli Lilly and Co

2.42 107.7 Mil
Healthcare

Monolithic Power Systems Inc

2.32 103.0 Mil
Technology