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Franklin Biotechnology Discovery Adv FTDZX

Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 117.43  /  3.36 %
  • Total Assets 737.0 Mil
  • Adj. Expense Ratio
    0.820%
  • Expense Ratio 0.820%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Health
  • Investment Style Mid Blend
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.37%
  • Turnover 24%

Morningstar’s Analysis FTDZX

Will FTDZX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Experienced team but not yet a standout.

Director Katie Rushkewicz Reichart

Katie Rushkewicz Reichart

Director

Summary

Franklin Biotechnology Discovery has an experienced team at the helm, but it needs to distinguish itself.

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Portfolio Holdings FTDZX

  • Current Portfolio Date
  • Equity Holdings 84
  • Bond Holdings 1
  • Other Holdings 5
  • % Assets in Top 10 Holdings 50.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
8.24
58,320,567
Healthcare
7.50
53,098,000
Healthcare
7.26
51,342,498
Healthcare
5.13
36,325,092
Healthcare
4.67
33,011,462
Healthcare
4.03
28,536,205
Healthcare
3.94
27,876,190
Healthcare
3.90
27,606,703
Healthcare
3.15
22,297,531
Healthcare
3.11
22,039,880
Healthcare