Morningstar

Franklin Growth Opportunities Fund Class R FKARX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 41.61  /  +0.12 %
  • Total Assets 4.4B
  • Adj. Expense Ratio
    1.140%
  • Expense Ratio 1.140%
  • 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 0.00
  • Turnover 39%

USD | NAV as of Sep 05, 2026 | 1-Day Return as of Sep 05, 2026, 9:51 AM GMT+0

Morningstar’s Analysis FKARX

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

  • People Pillar

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

Incremental process adjustments, but key challenges persist.

Senior Analyst Kongkon Gogoi

Kongkon Gogoi

Senior Analyst

Summary

While recent developments have modestly strengthened the team structure, they do not materially alter the long-standing concerns around Franklin US Opportunities’ ability to generate consistent alpha over the Morningstar US Large-Mid Cap Broad Growth Index in the long run.

by Kongkon Gogoi
Rated on Published on

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Portfolio Holdings FKARX

More FKARX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 44.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
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