Morningstar

Franklin Growth Opportunities Fund Class R6 FOPPX

Morningstar Medalist Rating
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Medalist Rating as of See Franklin Templeton Investment Hub
  • NAV / 1-Day Return $61.31  /  +0.76 %
  • Fund Size $4.6B
  • Adjusted Expense Ratio 0.570%
  • Net Expense Ratio 0.570%
  • Fee Level: Distribution Average
  • Share Class Type Retirement, Large
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 39%
NAV and 1-Day Return as of

Morningstar’s Analysis FOPPX

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

  • People Pillar

    The People Pillar is our evaluation of the FOPPX 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 FOPPX’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 FOPPX

More FOPPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 45.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
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