Franklin Large Cap Equity Fund

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

PRICE AND YTD RETURN As of 02/05/2016

NAV down $-0.19 $6.91
POP $7.33
YTD Total return at Nav -10.95%
1 YEAR RETURN -4.72%
10 YEAR RETURN 4.81%


Investment Category Blend
Distributions Quarterly
CUSIP 353 533 680
Fund Number 428
Inception Date Dec 11, 1998
Total Net Assets (all share classes) As of 01/31/2016 $189.6 (M)
Distribution Rate at NAV N/A
30-Day Standardized yield

SALES CHARGE, EXPENSES, & FEES As of 12/01/2015 (updated annually)

Gross Expense Ratio 1.30%
Net Expense Ratio 1.20%
Max Initial Sales Charge 5.75%
CDSC 0.00%
12b-1 Fee 0.25%

Fund Description

Seeks long-term growth of principal and income by investing predominantly in large-cap equity securities across the style spectrum from value to growth.

Strategy Statement

"We maintain a portfolio of top-quality growth and value companies, which we believe makes this fund an attractive core holding. "

Carin Leong Pai, CFA®


Carin Leong Pai, CFA

Carin Leong Pai, CFA®

  • Joined Franklin Templeton in 1996
  • Managed Fund Since 2013
S. Mackintosh Pulsifer, MBA

S. Mackintosh Pulsifer, MBA

  • Joined Franklin Templeton in 1988
  • Managed Fund Since 1998
Kenneth Siegel, MBA

Kenneth Siegel, MBA

  • Joined Franklin Templeton in 1996
  • Managed Fund Since 2005

Overall Morningstar Rating As of 12/31/2015

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 12/31/2015

Years Ratings Funds
in category
1 Stars
1 Stars
1 Stars

Morningstar Style Box

We do not publish a style box for this fund.

Strategy, Benefits, Results


  • Thematic approach, with top-down analysis of macroeconomic trends, industries and sectors to identify companies benefiting from longer term dynamic growth.
  • Bottom-up fundamental research on individual securities to uncover growth companies we believe are temporarily out of favor, but have solid growth characteristics.
  • Blended strategy of both growth and value investing, seeking well-established companies worldwide, with strong fundamentals, that are benefiting from emerging trends.


  • Experienced management team with an average of over 30 years' industry experience.
  • Attractive core holding option due to the fund's focus on large-capitalization companies across the style spectrum from value to growth.
  • Broad diversification spread across multiple industries.

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