Franklin Large Cap Equity Adv One Franklin Parkway San Mateo CA 94403-1906 Map
Phone: 800-321-8563
| Category: | Large Growth | | Fund Family: | Franklin Templeton Investments | | Net Assets: | 55.23M | | Year-to-Date Return: | 23.56% | | Yield: | 0.90% | | Morningstar Rating: |  | | Fund Inception Date: | 11-Dec-98 |
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S Mackintosh Pulsifer
Lead Manager since
08-Dec-98 | | | Pulsifer is President and chief investment officer of Fiduciary and executive vice president and chief investment of Fiduciary Trust.. He joined Fiduciary Trust in 1988. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks long-term growth of principal and income. The fund normally invests at least 80% of total assets in equity securities of large capitalization companies. For this fund, large capitalization companies are companies with market capitalizations within the top 50% of companies in the Russell 1000 index or of more than $5 billion. It may invest up to 20% of total assets in equity securities of foreign companies that meet the above criteria. |
| Last Dividend
(15-Sep-09):
| 0.01 | | Last Cap Gain
(15-Dec-08):
| 0.15 | | Annual Holdings Turnover
| 70.93% | | Average for Category:
| 101.52% |
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| Expense | FLCIX | Category Avg | | Total Expense Ratio: | 1.04%
| 1.33% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.42% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 331 | $658 | | 5 Yr Expense Projection*: |
$ 574 | $1,028 | | 10 Yr Expense Projection*: |
$ 1,271 | $2,035 |
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