Fund Description

The fund seeks capital appreciation. It generally seeks to maintain a portfolio consisting of securities of approximately 20 to 50 companies.

Strategy Statement

"By having the flexibility to invest across the growth/value spectrum, we're able to zero in on companies we think make the most attractive investments. "

Serena Perin Vinton, CFA®

Management

Serena Perin Vinton, CFA

Serena Perin Vinton, CFA®

  • Joined Franklin Templeton in 1991
  • Managed Fund Since 2017
Chris Anderson

Chris Anderson

  • Joined Franklin Templeton in 2011
  • Managed Fund Since 2013

Rating

Overall Morningstar Rating As of 05/31/2019

Rating Category: Large Growth

Morningstar
The fund's overall Morningstar Rating measures risk-adjusted returns and is derived from a weighted average of the performance figures associated with its 3-, 5- and 10-year (if applicable) rating metrics.

Historical Morningstar Rating As of 05/31/2019

Years Ratings Funds
in category
3
1 Stars
1229
5
1 Stars
1097
10
Stars

Morningstar Style Box

We do not publish a style box for this fund.

Strategy, Benefits, Results

Strategy

  • We focus the portfolio on a smaller number of holdings, typically around 20-50, in which we have the highest levels of conviction.
  • We select investments that we believe offer a compelling trade-off between growth potential, valuation and risk.
  • We employ a bottom-up investment approach, assessing the market price of a company's securities relative to our evaluation of the company's long-term earnings, asset value and cash flow potential.

Benefits

  • Tenured and experienced portfolio management team.
  • Distinct research structure. Investment professionals organized into collaborative sector teams.
  • Attractive core holding. Due to the fund's focus on large capitalization companies across the style spectrum from value to growth.

Investing In The Fund

What Are the Risks?

  • All investments involve risks, including possible loss of principal.
  • To the extent the fund focuses on particular countries, regions, industries, sectors or types of investment from time to time, it may be subject to greater risks of adverse developments in such areas of focus than a fund that invests in a wider variety of countries, regions, industries, sectors or investments.
  • The fund may have investments in both growth and value stocks, or in stocks with characteristics of both. Growth stock prices reflect projections of future earnings or revenues, and can, therefore, fall dramatically if the company fails to meet those projections. A value stock may not increase in price as anticipated by the investment manager if other investors fail to recognize the company’s value and bid up the price, the markets favor faster-growing companies, or the factors that the investment manager believes will increase the price of the security do not occur.
  • Foreign securities involve special risks, including currency fluctuations and economic and political uncertainties.
  • These and other risks are described more fully in the fund’s prospectus.

Minimum Investment

$1,000.00

How Financial Advisors Help You

Speak to your advisor about whether this fund is appropriate for you.

Learn more from FINRA about How to Find and Work with an Investment Professional.

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