Franklin Growth C
(FRGSX)
| Symbol | Value ($) |
|---|---|
| Morningstar Rating | |
| Previous Close | 53.78 |
| Category | Large Growth |
| Net Assets | 499.69 Mil |
| Yield | 0.00% |
| Morningstar Risk | Below Average |
| Morningstar Return | Average |
- Last NAV update 5/21/2013 4:00 PM ET
| NA |
|---|
| The investment seeks capital appreciation. The fund invests substantially in the equity securities of companies that are leaders in their industries. Although it normally invests substantially in the equity securities (principally common stocks) of U.S.-based large and medium market capitalization companies, the fund may invest in companies in new and emerging industries where growth is expected to be above average and may invest up to 40% of its assets in smaller companies. It may invest up to 40% of its assets in foreign securities. The fund may have significant positions in particular sectors. |
| 2009 | 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|---|
| Return | 33.22% | 14.05% | -0.13% | 12.83% | 13.01% |
| Value ($) | 13,322.00 | 15,193.74 | 15,173.99 | 17,120.81 | 19,348.23 |
- Year to date performance as of 5/20/2013 8:00 PM ET
| Symbol | Value ($) |
|---|---|
| Fund Family | Franklin Templeton Investment Funds |
| Fund Manager | Vivian Palmieri |
| Tenure (Years) | 48 |
| Fund Status | Open |
| Minimum Initial Purchase | 1,000.00 |
| Minimum IRA Investment | 250.00 |
| Front Load | 0.00 |
| Expense Ratio | 1.69% |
| Symbol | Value ($) |
|---|---|
| 1 Month | 6.73% |
| 3 Months | 8.80% |
| 1 Year | 21.10% |
| 3 Years* | 13.82% |
| 5 Years* | 6.02% |
- * Annualized returns
- Performance as of 5/20/2013 8:00 PM ET
| FRGSX | Large Growth | |
|---|---|---|
| 5-Yr Return | 6.02% | 4.47% |
| Sharpe Ratio | 0.63 | 0.70 |
| Net Assets | 499.69 Mil | 602.46 Mil |
| Avg Market Cap | 31.87 Bil | 38.17 Bil |
| Avg P/E | 18.07 | 17.12 |
| Portfolio Turnover | 4 | 61 |
| Symbol | Value ($) |
|---|---|
| Stocks | 85.93% |
| Cash | 14.08% |
| Fixed Income | 0.00% |
| Other | 0.00% |
| NAME | % NET ASSETS |
|---|---|
| Apple Inc | 3.37% |
| International Business Machines Corp | 1.69% |
| W.W. Grainger, Inc. | 1.64% |
| Google, Inc. Class A | 1.58% |
| Allergan, Inc. | 1.40% |
| Amgen Inc | 1.36% |
| Alaska Air Group, Inc. | 1.36% |
| Johnson & Johnson | 1.30% |
| Biogen Idec Inc | 1.28% |
| Walt Disney Co | 1.27% |
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