Morningstar

Franklin Global Equity Fund I SMYIX

Morningstar Medalist Rating
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Medalist Rating as of See Franklin Templeton Investment Hub
  • NAV / 1-Day Return $31.64  /  −0.91 %
  • Fund Size $682.1M
  • Adjusted Expense Ratio 0.950%
  • Net Expense Ratio 0.950%
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Global Large-Stock Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 0.63%
  • Turnover Ratio 31%
NAV and 1-Day Return as of

Morningstar’s Analysis SMYIX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Franklin Global Equity I holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings SMYIX

More SMYIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

6.24 43M
Technology

Apple Inc

5.07 35M
Technology

Microsoft Corp

3.47 24M
Technology

Alphabet Inc Class A

2.51 17M
Communication Services

Franklin Instl U.S. Govt Mny Mkt Fund

2.37 16M
Cash and Equivalents

Amazon.com Inc

2.14 15M
Consumer Cyclical

Alphabet Inc Class C

2.09 14M
Communication Services

Micron Technology Inc

2.08 14M
Technology

Meta Platforms Inc Class A

1.89 13M
Communication Services

Applied Materials Inc

1.40 10M
Technology

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