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.
- NAV / 1-Day Return 17.97 / 0.90 %
- Total Assets 196.0 Mil
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Adj. Expense Ratio
- 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.