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Franklin U.S. Core Equity Advisor (FCEUX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.40-0.05 (-0.32%)
At close: 08:00PM EDT

Franklin U.S. Core Equity Advisor

San Mateo, CA 94403-1906

One Franklin Parkway

Franklin Templeton Fund Allocator Series

Management information
,Lead manager since 31 July 2019
Sundaram Chettiappan is a vice president and senior research analyst for Franklin Systematic, the quantitative hub of Franklin Templeton Multi-Asset Solutions. He is focused on factor based strategies in Quantitative Equities. Prior to joining Franklin Templeton Investments in 2018 Mr.Chettiappan worked at Balyasny Asset Management where he was a Senior Quantitative Researcher building deep fundamental sector based long short models within the Systematic Strategies group.
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

CategoryLarge Blend
Fund familyFranklin Templeton Investments
Net assets2.13B
YTD return14.25%
Yield1.27%
Morningstar ratingN/A1
Inception date31 Jul 2019

Fund operations

Last dividend0.10
Last cap gain14.00
Holdings turnover95.10%
Average for categoryN/A

Fees and expenses

ExpenseFCEUXCategory average
Annual report expense ratio (net)0.00%0.84%
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.01%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.18%
Max deferred sales loadN/A1.28%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A