Franklin Flex Cap Growth Fund

This fund or share class has been closed to new investors.

PRICE AND YTD RETURN As of 05/26/2016

NAV down $-0.01 $43.60
POP $46.26
YTD Total return at Nav -3.82%
1 YEAR RETURN -13.15%
10 YEAR RETURN 4.92%


Investment Category Growth
Distributions Annually
CUSIP 352 51D 103
Fund Number 180
Inception Date Oct 30, 1991
Total Net Assets (all share classes) As of 04/30/2016 $2,789.7 (M)
Distribution Rate at NAV N/A
30-Day Standardized yield N/A

SALES CHARGE, EXPENSES, & FEES As of 09/01/2015 (updated annually)

Gross Expense Ratio 0.94%
Net Expense Ratio 0.94%
Max Initial Sales Charge 5.75%
CDSC 0.00%
12b-1 Fee 0.25%

Fund Description

The fund seeks capital appreciation by investing predominantly in equity securities of companies in any industry and of any market cap size.

Strategy Statement

"We focus on companies with the potential for long-term sustainable growth and that demonstrate what we feel is a suitable trade-off between perceived risks and potential return."


Matthew Moberg, MBA

Matthew Moberg, MBA

  • Joined Franklin Templeton in 1998
  • Managed Fund Since 2000
Robert Stevenson, CFA

Robert Stevenson, CFA®

  • Joined Franklin Templeton in 2004
  • Managed Fund Since 2013

Overall Morningstar Rating As of 04/30/2016

Rating Category: Large Growth

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 04/30/2016

Years Ratings Funds
in category
1 Stars
1 Stars
2 Stars

Morningstar Style Box As of 03/31/2016

Strategy, Benefits, Results


We use fundamental, bottom-up research to find leading growth companies of any size and in any industry that meet our criteria of:

  • Growth. Our team focuses on companies with the potential to produce sustainable earnings and cash-flow growth.
  • Quality. We seek high-quality companies with strong management teams and financial strength.
  • Valuation. We assess whether the growth opportunity is already reflected in the stock price.


  • Tenured and experienced portfolio management team.
  • Distinct research structure. Investment professionals organized into collaborative sector teams.
  • Broad diversification of leading growth businesses regardless of company size.

You need Adobe Acrobat Reader 6.0 or higher to view and print PDF documents. Download a free version from Adobe's website.