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Franklin Growth Fund

Fund Category: GrowthGo to Prices & Performance page
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Symbol FKGRX
CUSIP 353 496 508
Fund Number 106
Inception Date1 Mar 31, 1948
Distributions Annually
Total Net Assets
(all share classes)
As of 02/28/2014
$9,816.8
(millions)

As of  04/15/2014

NAV2 $65.38  
NAV Change $0.40  
POP3 $69.37  
YTD Total Return at NAV 0.31%
Distribution Rate at NAV N/A
30-day Standardized Yield
N/A

Average Annual Total Returns
As of Quarter End 03/31/2014

w/ Sales Charge w/o Sales Charge
1 Yr 15.56% 22.60%
5 Yrs 19.25% 20.67%
10 Yrs 8.06% 8.70%
Life 10.11% 10.21%

Expense Ratio and Sales Charge As of 02/01/2014 (updated annually)

Gross Expense Ratio4 0.93%
Net Expense Ratio 0.92%
Max Initial Sales Charge 5.75%
CDSC 0.00%
12b-1 Fee 0.25%

Fund Description

Strategy Statement
Portfolio Managers
Serina Perin Vinton
"Our investments emphasize well-established companies and household names, which we hold for the long term. This has historically resulted in very low annual turnover for the fund."

Serena Perin Vinton, CFA®
Joined Franklin Templeton in 1991
Managed Fund since 2008

Strategy, Benefits, Results

Strategy

We use fundamental, bottom-up research to find large, established companies 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.

Benefits

  • Tenured and experienced portfolio management team.
  • Distinct research structure. Investment professionals organized into collaborative sector teams.
  • Historically low portfolio turnover ratio has potentially reduced taxable distributions to shareholders.

Results

Hypothetical $10K Investment

Hypothetical $10K Investment

Investing in the Fund

What Are the Risks?
  • All investments involve risks, including possible loss of principal.
  • Historically, the fund has focused on larger companies.
  • The fund may also invest in small, relatively new and/or unseasoned companies, which involves additional risks, as the price of these securities can be volatile, particularly over the short term.
  • The fund may focus on particular sectors of the market from time to time, which can carry greater risks of adverse developments in such sectors.
  • The fund may invest up to 40% of its net assets in stocks of foreign companies, which involve special risks, including currency fluctuations and economic as well as political uncertainty.
  • 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 financial advisor about whether this fund is appropriate for you. If you don't have a financial advisor, request a referral.

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Important Legal Information

Footnotes

For U.S. residents only.