Franklin Growth Opportunities Fund Quote
| FGRAX Fund | USD 50.51 0.18 0.36% |
Performance7 of 100
| Odds Of DistressLess than 20
|
Franklin Growth is trading at 50.51 as of the 1st of February 2025; that is 0.36% down since the beginning of the trading day. The fund's open price was 50.69. Franklin Growth has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 5th of August 2024 and ending today, the 1st of February 2025. Click here to learn more.
Under normal market conditions, the fund invests predominantly in equity securities of companies demonstrating accelerating growth, increasing profitability, or above-average growth or growth potential as compared with the overall economy. It normally invests predominantly in equity securities, primarily to predominantly common stock. More on Franklin Growth Opportunities
Franklin Mutual Fund Highlights
| Fund Concentration | Franklin Templeton Investments Funds, Large Growth Funds, Large Growth, Franklin Templeton Investments (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of September 2022 |
| Fiscal Year End | April |
Franklin Growth Opportunities [FGRAX] is traded in USA and was established 1st of February 2025. Franklin Growth is listed under Franklin Templeton Investments category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Franklin Templeton Investments family. This fund currently has accumulated 4.04 B in assets under management (AUM) with no minimum investment requirementsFranklin Growth Oppo is currently producing year-to-date (YTD) return of 5.11%, while the total return for the last 3 years was 10.99%.
Check Franklin Growth Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Franklin Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Franklin Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Franklin Growth Opportunities Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Franklin Growth Opportunities Mutual Fund Constituents
| INFXX | Institutional Fiduciary Trust | Money Market Fund | US Money Market Fund | |
| WST | West Pharmaceutical Services | Stock | Health Care | |
| V | Visa Class A | Stock | Financials | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| TWLO | Twilio Inc | Stock | Information Technology | |
| SBAC | SBA Communications Corp | Stock | Real Estate | |
| PYPL | PayPal Holdings | Stock | Financials | |
| NVDA | NVIDIA | Stock | Information Technology |
Franklin Growth Oppo Risk Profiles
| Mean Deviation | 0.9296 | |||
| Semi Deviation | 1.27 | |||
| Standard Deviation | 1.21 | |||
| Variance | 1.46 |
Franklin Growth Against Markets
Other Information on Investing in Franklin Mutual Fund
Franklin Growth financial ratios help investors to determine whether Franklin Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Franklin with respect to the benefits of owning Franklin Growth security.
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon |