Morningstar

Franklin U.S. Large Cap Equity Fund I LMTIX

Medalist Rating as of Sep 30, 2026 See Franklin Templeton Investment Hub

Strategy

The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, if any, in U.S. equity securities or other investments with similar economic characteristics of large capitalization companies. It has exposure to growth and value equities of large capitalization companies. The fund seeks to produce returns that exceed those of the Russell 1000 Index over a full market cycle (typically three to five years).

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
LMUSX	Franklin U.S. Large Cap Equity Fund FI	No Load	Open			Apr 30, 2008	$129,252.00	1.050%	High	$0	$43,722.65
LMISX	Franklin U.S. Large Cap Equity Fund IS	Institutional	Open			Apr 30, 2008	$554.10M	0.700%	Average	$1M	$67.51M
LMTIX	Franklin U.S. Large Cap Equity Fund I	Institutional	Closed			May 1, 2015	$3.23M	0.800%	Above Average	$1M	$1.17M

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