Morningstar

Franklin Biotechnology Discovery Fund Class R6 FRBRX

Morningstar Medalist Rating
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Medalist Rating as of See Franklin Templeton Investment Hub
  • NAV / 1-Day Return $185.39  /  −3.35 %
  • Fund Size $1.0B
  • Adjusted Expense Ratio 0.670%
  • Net Expense Ratio 0.670%
  • Fee Level: Distribution Low
  • Share Class Type Retirement, Large
  • Morningstar Category Health
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 1.84%
  • Turnover Ratio 38%
NAV and 1-Day Return as of

Morningstar’s Analysis FRBRX

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

  • People Pillar

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

Still not a standout despite a hot streak.

Associate Analyst Natalia Arrigoni

Natalia Arrigoni

Associate Analyst

Summary

Franklin Biotechnology Discovery’s veteran managers and strong recent results inspire some confidence, but limited research support and an undifferentiated process limit its appeal.

by Natalia Arrigoni
Rated on Published on

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Portfolio Holdings FRBRX

More FRBRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Jazz Pharmaceuticals PLC

5.06 62M
Healthcare

Amgen Inc

4.65 57M
Healthcare

argenx SE ADR

4.15 51M
Healthcare

Gilead Sciences Inc

4.11 50M
Healthcare

Vertex Pharmaceuticals Inc

3.83 47M
Healthcare

Regeneron Pharmaceuticals Inc

3.74 46M
Healthcare

Revolution Medicines Inc Ordinary Shares

3.13 38M
Healthcare

AstraZeneca PLC

2.72 33M
Healthcare

Ascendis Pharma AS

2.68 33M
Healthcare

Amylyx Pharmaceuticals Inc

2.57 31M
Healthcare

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