Morningstar

Franklin Growth Opportunities Fund Advisor Class FRAAX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Franklin Templeton Investment Hub
  • NAV / 1-Day Return $59.36  /  +0.75 %
  • Fund Size $4.6B
  • Adjusted Expense Ratio 0.640%
  • Net Expense Ratio 0.630%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $100,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 39%
NAV and 1-Day Return as of

Morningstar’s Analysis FRAAX

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

  • 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.

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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FRAAX

More FRAAX 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
Sector

NVIDIA Corp

10.31 451M
Technology

Alphabet Inc Class C

6.52 285M
Communication Services

Apple Inc

5.82 255M
Technology

Microsoft Corp

5.01 219M
Technology

Amazon.com Inc

4.34 190M
Consumer Cyclical

Broadcom Inc

3.29 144M
Technology

Meta Platforms Inc Class A

2.80 123M
Communication Services

Eli Lilly and Co

2.57 112M
Healthcare

Advanced Micro Devices Inc

2.22 97M
Technology

Micron Technology Inc

2.14 93M
Technology

Sponsor Center