Franklin Flex Cap Growth Fund Class Adv

 (MUTF:FKCAX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.63%
   
1 week
   
-1.37%  
4 week   +1.48%
   
3 month   +4.16%
   
YTD   +3.91%
   
1 year   +24.59%
   
3 years*   +11.58%
   
5 years*   +17.78%
   
*annualized
Best 3 month return+23.36%  
Worst 3 month return-31.08%  

Morningstar statistics

Morningstar category: Large Growth
  Return Risk Rating
3 years Average Above Average
5 years Average Average
10 years Above Average Average
Overall Average Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets3.55B 
Front load-  
Deferred load-  
Expense ratio0.74%  
Management fee-  
Fund familyFranklin Templeton Investment Funds 

Asset allocation

Cash2.60%  
Stocks97.40%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$0  
58.56-0.51(-0.86%)
Jul 10, 4:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks capital appreciation. The fund invests predominantly in equity securities of companies that the investment manager believes have the potential for capital appreciation. The equity securities in which the fund invests are predominantly common stock. It has the flexibility to invest in companies located, headquartered, or operating inside and outside the United States, across the entire market capitalization spectrum from small, emerging growth companies to well-established, large-cap companies.
Fund filings (PDF) »
Asset managers:
Robert Stevenson (Started: Sep 1, 2013)
Matthew Moberg (Started: Jan 1, 2000)
Conrad Herrmann (Started: Jul 1, 1993)
Advisor Company:
Franklin Advisers, Inc.
Fund family reports on Morningstar »
Bahnhofstrasse 22, Postfach

Risk

  1 year 3 years 5 years 10 years  
Alpha* 6.31 -4.02 -0.21 0.44
Beta* 0.89 1.12 1.00 1.03
Mean annual return 2.36 1.17 1.28 0.74
R-squared* 73.19 88.32 90.31 88.89
Standard deviation 9.10 14.78 17.12 16.00
Sharpe ratio 3.10 0.94 0.89 0.45
* Against standard index

Top 10 holdings

Security Net Assets  
Apple Inc (AAPL) 2.99%  
Google, Inc. Class A (GOOG) 2.54%  
MasterCard Incorporated Class A (MA) 2.30%  
Ecolab, Inc. (ECL) 2.23%  
Celgene Corporation (CELG) 1.95%  
Gilead Sciences Inc (GILD) 1.95%  
Visa, Inc. (V) 1.80%  
Qualcomm, Inc. (QCOM) 1.80%  
Actavis 1.62%  
Amazon.com Inc (AMZN) 1.59%