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Morningstar

Franklin U.S. Large Cap Equity FI LMUSX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 22.99  /  +1.23 %
  • Total Assets 231.1 Mil
  • Adj. Expense Ratio
    1.050%
  • Expense Ratio 1.050%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.43%
  • Turnover 25%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis LMUSX

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

  • People Pillar

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

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 Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings LMUSX

More LMUSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

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Technology

Apple Inc

6.39 15.1 Mil
Technology

NVIDIA Corp

6.34 15.0 Mil
Technology

Amazon.com Inc

3.38 8.0 Mil
Consumer Cyclical

Meta Platforms Inc Class A

2.95 7.0 Mil
Communication Services

Alphabet Inc Class C

2.53 6.0 Mil
Communication Services

Alphabet Inc Class A

2.21 5.2 Mil
Communication Services

Eli Lilly and Co

1.51 3.6 Mil
Healthcare

Mastercard Inc Class A

1.36 3.2 Mil
Financial Services

Merck & Co Inc

1.30 3.1 Mil
Healthcare