Documents

Fund Literature

  • Fund Fact Sheet - Advisor

    A single-page data sheet describing Franklin Focused Growth Strategy Fund's objective portfolio holdings and performance.

    Literature Code: 961-FF
    Publication Date: 12/19
    Next Update: 03/20

    Piece must be accompanied by the Quarterly Performance Update, which includes standardized returns,sales Charge and expenses.

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Fund Documents

  • Summary Prospectus - A,C

    A summarized version of the prospectus explaining the Fund's investment goals, principal strategies and risks, as well as sales charges, fees and expenses.

    Literature Code: 961-PSUM
    Publication Date: 02/20
    Next Update: 02/21

    Piece must be accompanied by the Quarterly Performance Update, which includes standardized returns,sales Charge and expenses.

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  • The prospectus explains the Funds Fund's goal, investments and risks, as well as sales charges, fees and expenses.

    Literature Code: 961-P
    Publication Date: 02/20
    Next Update: 02/21

    Piece must be accompanied by the Quarterly Performance Update, which includes standardized returns,sales Charge and expenses.

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  • Supplemental to the Fund's prospectus, the Statement of Additional Information provides a more detailed description of the fund's activities and operations.

    Literature Code: 961-SAI
    Publication Date: 02/20
    Next Update: 02/21

    Piece must be accompanied by the Quarterly Performance Update, which includes standardized returns,sales Charge and expenses.

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Additional Sales Resources

  • Account Application Form

    Literature Code: GOF-APP
    Publication Date: 02/20
    Next Update: 08/20

    Open and invest in most funds using this application.

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  • IRA Application Form

    Literature Code: RIRA-APP
    Publication Date: 02/20
    Next Update: 11/20

    Open and invest in a Traditional or Roth IRA, convert your Traditional IRA to a Roth Conversion IRA, or roll over a 401(k), 403(b) or other qualified plan distribution to a Rollover IRA using this application and included documents.

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