Franklin U.S. Opportunities Fund Z(acc)USDRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 39.1 | 18.3 | -28.8 | 31.2 | 9.5 | |
+/-Cat | 8.0 | -3.6 | -7.2 | 4.5 | 2.0 | |
+/-B’mrk | 7.2 | -9.0 | -5.5 | -0.8 | 0.7 | |
Category: US Large-Cap Growth Equity | ||||||
Category Benchmark: Morningstar US LM Brd Growt... |
Key Stats | ||
NAV 13/05/2024 | USD 56.55 | |
Day Change | -0.65% | |
Morningstar Category™ | US Large-Cap Growth Equity | |
ISIN | LU0476944425 | |
Fund Size (Mil) 30/04/2024 | USD 6819.80 | |
Share Class Size (Mil) 13/05/2024 | USD 41.47 | |
Max Initial Charge | - | |
Ongoing Charge 08/02/2023 | 1.20% |
Morningstar Research |
Analyst Report | 07/03/2024 Kongkon Gogoi, Senior Analyst Morningstar, Inc |
Although there is a solid setup in place at Franklin US Opportunities, the strategy has struggled to add value over and above the growth style tailwind enjoyed in some recent years. The Morningstar Analyst Rating of Neutral for the I (acc) USD... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 23 |
Parent | 23 |
Process | 23 |
Performance | |
Price |
Investment Objective: Franklin U.S. Opportunities Fund Z(acc)USD |
The Fund’s investment objective is capital appreciation. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Grant Bowers 01/03/2007 | ||
Sara Araghi 01/05/2016 | ||
Inception Date 26/02/2010 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Russell 3000 Growth TR USD | Morningstar US LM Brd Growth NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Franklin U.S. Opportunities Fund Z(acc)USD | 30/04/2024 |
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Top 5 Holdings | Sector | % |
NVIDIA Corp | Technology | 8.39 |
Amazon.com Inc | Consumer Cyclical | 6.87 |
Microsoft Corp | Technology | 5.27 |
Meta Platforms Inc Class A | Communication Services | 5.14 |
Mastercard Inc Class A | Financial Services | 3.46 |
Increase Decrease New since last portfolio | ||
Franklin U.S. Opportunities Fund Z(acc)USD |