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Franklin US Opportunities Fund Z(acc) (0P0000J2BA.L)

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848.78-1.57 (-0.18%)
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Franklin US Opportunities Fund Z(acc)

Management information
Grant Bowers,Lead manager since 30 January 2009
Sara Araghi, CFA, VP, analyste de recherche et GP du Groupe de gestion des actions Franklin. Spécialiste des médias et du divertissement, des services par câble et satellite et des fabricants de vêtements et de chaussures. Avant, elle a travaillé pour les stratégies de croissance de petites, moyennes et de toutes capitalisations de Franklin Portfolio Advisors. Elle a commencé en juillet 2003 en tant qu’adjointe de recherche sur les actions de consommation. B.A.A. avec mention de la UC Berkeley.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryUS Flex-Cap Equity
Fund familyFranklin Templeton Fund Management Ltd
Net assets115.92M
YTD return14.88%
Yield0.00%
Morningstar rating★★★★
Inception date30 Jan 2009

Fund operations

Last dividend0.00
Last cap gain0.00
Holdings turnoverN/A
Average for categoryN/A

Fees and expenses

Expense0P0000J2BA.LCategory average
Annual report expense ratio (net)0.00%0.00%
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales load0.00%N/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A