Advertisement
Skip to Content

Franklin U.S. Large Cap Equity FI LMUSX

Quantitative rating as of
  • NAV / 1-Day Return 17.97  /  0.90 %
  • Total Assets 196.0 Mil
  • Adj. Expense Ratio
    0.710%
  • Expense Ratio 1.050%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Closed
  • TTM Yield 0.91%
  • Turnover 67%

Morningstar’s Analysis LMUSX

Will LMUSX outperform in future?

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

Summary

|

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Franklin U.S. Large Cap Equity FI to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

Unlock our full analysis with Morningstar Investor