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Managed Strategy Since 2015
Equity
Franklin Growth Opportunities SMA
Popular Documents
Year to Date Returns (Net)
-9.72%
As of 03/31/2026
Year to Date Returns (Pure Gross)
-9.03%
Overview
Product Facts
Strategy Description
The Franklin Growth Opportunities SMA seeks capital appreciation by investing substantially in equity securities of companies demonstrating accelerating growth, increasing profitability, or above average growth or growth potential as compared with the overall economy.
- Benchmark
- Russell 3000 Growth Index
- Inception Date
- 06/30/2015
- Asset Class
- Equity
Average Annual Total Returns As of 03/31/2026
- 4.22%1 Year
- 12.63%3 Years
- 2.64%5 Years
- 9.76%10 Years
- 8.11%Since Inception
06/30/2015
Performance data quoted represents past performance, which does not guarantee future results. Investment return and principal value of an investment will fluctuate so that an investor’s shares, when sold or redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the figures shown.
Top Sectors
As of 04/30/2026 % of Total (Updated Monthly)
Information Technology46.72% | |
Communication Services13.34% | |
Industrials11.83% | |
Consumer Discretionary9.93% | |
Health Care7.90% |
Manager and Commentary
About the Team
Franklin Equity understands innovation from every angle—our decades of experience investing in complex change fuels a differentiated perspective on how public and private companies accelerate growth and unlock value. Leveraging fundamental depth and quantitative precision, we identify catalysts for transformation that reshape companies and industries. Our expertise, spanning from growth to value, brings together diverse perspectives that help us spot opportunities ahead of the market.
Commentary Highlights
March 31, 2026- Markets: US equities endured a difficult first quarter of 2026 as investors reassessed the durability of the AI trade and geopolitical risk intensified. Technology-focused shares came under pressure as rising AI-related capital expenditure spurred a rotation away from mega-capitalization growth toward value stocks. At its two meetings during the quarter, the US Federal Reserve left its benchmark interest rate on hold. March brought further strain as the Middle East conflict disrupted energy markets, lifting oil prices and adding to inflation risk. The Nasdaq Composite Index underperformed the S&P 500 Index, while the Dow Jones Industrial Average proved more resilient. By investment style, value investing surpassed growth across market-cap tiers, with small- and mid-cap stocks performing better than their large-cap counterparts.
- Contributors: Allocation effects benefited the fund’s relative returns. Relative returns were helped most by stock selection and an underweight in the information technology (IT) sector and stock selection and an overweight in the industrials sector.
- Detractors: Stock selection in the consumer discretionary and communication services sectors weighed significantly on relative performance.
- Outlook: While headline risks continue to influence market sentiment, we think the bigger story for investors is technological innovations, particularly in AI. Advances in AI and related technologies are transforming industries and, in our view, are creating growth potential for long-term investors. Innovative companies in sectors across the economy are harnessing AI in their efforts to expand profit margins and drive revenue growth. We are seeing this in industries that deliver health care, manage logistics and more.
Franklin Equity
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Managed Strategy Since 2015
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Managed Strategy Since 2024
Latest Insights
April 16, 2026
April 2, 2026
February 18, 2026
Composite Performance
Portfolio
Documents
Risks
All investments involve risks, including possible loss of principal. To the extent the portfolio invests in a concentration of certain securities, regions or industries, it is subject to increased volatility. Equity securities are subject to price fluctuation and possible loss of principal. The investment style may become out of favor, which may have a negative impact on performance. Active management does not ensure gains or protect against market declines. Small- and mid-cap stocks involve greater risks and volatility than large-cap stocks. The manager may consider environmental, social and governance (ESG) criteria in the research or investment process; however, ESG considerations may not be a determinative factor in security selection. In addition, the manager may not assess every investment for ESG criteria, and not every ESG factor may be identified or evaluated.
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Indexes are unmanaged and one cannot invest directly in an index. They do not reflect any fees, expenses or sales charges.
All entities mentioned are Franklin Templeton affiliated companies. Investment Products: NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE.