Mutual Funds - Profile

Franklin Growth Opportunities Fund

US > Multi-Cap > Growth

Rank

Universe Rank

Summary

The fund seeks capital appreciation by investing in small-and mid-size companies in the United States.

The investment process is designed to highlight companies in the benchmark index demonstrating accelerating growth, increasing profitability, or above average growth or growth potential.

Then the research team utilizes fundamental, bottom-up research to identify companies demonstrating growth, quality and valuation characteristics.

In seeking sustainable growth characteristics, the research team looks for companies that have the potential for sustainable earnings and cash flow growth.

The team also evaluates the long-term market opportunity and competitive structure of an industry to identify More

Price

  • Last Close
  • $66.45
    -0.41
  • 52 Week HL
  • $71.6 - $51.27
  • Net Assets
  • $6109.6 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Jan 31, 2021

Top 10 Holdings
Mar 01, 2021

Company Holding
AMAZON.COM INC 8.55
MICROSOFT CORP 4.55
APPLE INC 3.96
MASTERCARD INC 3.72
SERVICENOW INC 3.06
Company Holding
VISA INC 2.81
ALPHABET INC 2.32
COSTAR GROUP 2.32
TWILIO INC 2.01
WEST PHARMACEUTICAL 1.91
Total 35.21%

Manager

  • Name
  • Grant Bowers
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Fact Sheet
  • Annual Reports

Performance
13.3 % YTD

  • 3 Year
  • 94.3%
  • 5 Year
  • 139.7%
  • Best
  • 44.34%
    2003
  • Worst
  • -39.88%
    2008

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
FRAAX 17%37%34%-3%28%6%4%11%32%13%1%
S&P 500 18%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 -2.4% -12.8% 19% 5.6% 11.2% -5.4% 7.1% -0.3% 10.8% 16% -
Q2 16.1% 33.3% 5.1% 9.2% 4.5% -0.4% 1.1% 4.1% 3.2% -9.9% -
Q3 -0.3% 12.3% -2.6% 6.2% 5.2% 6.9% -7.1% 0.5% 11.2% 4.3% -
Q4 0.3% 5.9% 0.9% -17.6% 5.4% -3.4% 5.5% 3.8% 9.9% 0.2% -

Returns +
M

J F M A M J J A S O N D
2021 -1.9% 0.4% -0.9% 7.6% -2.2% 10.3% 1.4% 4% -5.4% 0.3% - -
2020 4.3% -5.9% -11.2% 16.4% 7.6% 6.5% 7.9% 7.1% -2.8% -2.9% 10.3% -1.1%

Annual Return

Index Comparison

Alpha

NAV