Skip to Content

Franklin U.S. Large Cap Equity FI LMUSX

Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 22.48  /  +0.85 %
  • Total Assets 240.4 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 Blend
  • Min. Initial Investment
  • Status Open
  • TTM Yield 0.39%
  • Turnover 25%

USD | NAV as of May 24, 2024 | 1-Day Return as of May 24, 2024, 10:16 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.

The combination of an Average People Pillar rating and a Low 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.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings LMUSX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 31.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.82 14.6 Mil
Technology

Apple Inc

5.20 11.1 Mil
Technology

NVIDIA Corp

4.63 9.9 Mil
Technology

Amazon.com Inc

3.15 6.7 Mil
Consumer Cyclical

Meta Platforms Inc Class A

2.84 6.1 Mil
Communication Services

Alphabet Inc Class C

2.10 4.5 Mil
Communication Services

Alphabet Inc Class A

1.83 3.9 Mil
Communication Services

Merck & Co Inc

1.53 3.3 Mil
Healthcare

Broadcom Inc

1.43 3.0 Mil
Technology

Mastercard Inc Class A

1.42 3.0 Mil
Financial Services