Franklin Growth Fund Quote
FRGSX Fund | USD 124.66 0.25 0.20% |
Performance5 of 100
| Odds Of DistressLess than 20
|
Franklin Growth is trading at 124.66 as of the 23rd of November 2024; that is 0.20 percent increase since the beginning of the trading day. The fund's open price was 124.41. 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. Equity ratings for Franklin Growth Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 24th of October 2024 and ending today, the 23rd of November 2024. Click here to learn more.
The fund invests substantially in the equity securities of companies that are leaders in their industries. Although it normally invests substantially in the equity securities of U.S.-based large and medium market capitalization companies, the fund may invest in companies in new and emerging industries where growth is expected to be above average and may invest up to 25 percent of its assets in smaller companies.. More on Franklin Growth Fund
Moving against Franklin Mutual Fund
Franklin Mutual Fund Highlights
Fund Concentration | Franklin Templeton Investments Funds, Large Growth Funds, Large Growth, Franklin Templeton Investments (View all Sectors) |
Update Date | 30th of September 2024 |
Expense Ratio Date | 1st of February 2023 |
Fiscal Year End | September |
Franklin Growth Fund [FRGSX] is traded in USA and was established 23rd of November 2024. 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 16.66 B in assets under management (AUM) with no minimum investment requirementsFranklin Growth is currently producing year-to-date (YTD) return of 18.62%, while the total return for the last 3 years was 3.59%.
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 Fund 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 Fund Mutual Fund Constituents
INTU | Intuit Inc | Stock | Information Technology | |
V | Visa Class A | Stock | Financials | |
UNP | Union Pacific | Stock | Industrials | |
NVDA | NVIDIA | Stock | Information Technology | |
NOW | ServiceNow | Stock | Information Technology | |
NOC | Northrop Grumman | Stock | Industrials | |
MTD | Mettler Toledo International | Stock | Health Care | |
MSFT | Microsoft | Stock | Information Technology |
Franklin Growth Risk Profiles
Mean Deviation | 0.6269 | |||
Semi Deviation | 0.8576 | |||
Standard Deviation | 0.8739 | |||
Variance | 0.7637 |
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.
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