The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Franklin U.S. Large Cap Equity I to a Morningstar Medalist Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.
- NAV / 1-Day Return 18.25 / 0.27 %
- Total Assets 195.3 Mil
Adj. Expense Ratio
- Expense Ratio 0.800%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 1,000,000
- Status Closed
- TTM Yield 0.84%
- Turnover 67%
Morningstar’s Analysis LMTIX
Will LMTIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
- Current Portfolio Date
- Equity Holdings 140
- Bond Holdings 0
- Other Holdings 2
- % Assets in Top 10 Holdings 26.4
Top 10 Holdings
% Portfolio Weight
Market Value USD