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.
Franklin Growth Opportunities Fund Advisor Class FRAAX
- NAV / 1-Day Return 57.15 / −1.06 %
- Total Assets 4.6B
-
Adj. Expense Ratio
0.640%
- Expense Ratio 0.640%
- Distribution Fee Level Below Average
- Share Class Type Institutional
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 100,000
- Status Open
- TTM Yield 0.00
- Turnover 28%
USD | NAV as of Jun 18, 2026 | 1-Day Return as of Jun 18, 2026, 12:11 AM GMT+0
Morningstar’s Analysis FRAAX
Will FRAAX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the FRAAX 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 FRAAX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 46.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 8.99 | 419M | Technology |
Apple Inc | 7.44 | 347M | Technology |
Alphabet Inc Class C | 6.98 | 326M | Communication Services |
Amazon.com Inc | 5.02 | 234M | Consumer Cyclical |
Broadcom Inc | 4.27 | 199M | Technology |
Microsoft Corp | 4.15 | 194M | Technology |
Meta Platforms Inc Class A | 2.71 | 126M | Communication Services |
Eli Lilly and Co | 2.55 | 119M | Healthcare |
Amphenol Corp Class A | 2.04 | 95M | Technology |
Tesla Inc | 2.02 | 94M | Consumer Cyclical |
United States