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Franklin Flex Cap Growth Fund

Fund Category: GrowthGo to Prices & Performance page
showing this category of funds.

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Symbol FKCGX
CUSIP 352 51D 103
Fund Number 180
Inception Date1 Oct 30, 1991
Distributions Annually
Total Net Assets
(all share classes)
As of 03/31/2014
$3,402.0
(millions)

As of  04/23/2014

NAV2 $54.84  
NAV Change -$0.44  
POP3 $58.19  
YTD Total Return at NAV -0.97%
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 19.78% 27.10%
5 Yrs 17.59% 18.99%
10 Yrs 6.89% 7.52%
Life 11.20% 11.50%

Expense Ratio and Sales Charge As of 09/01/2013 (updated annually)

Gross Expense Ratio4 0.99%
Net Expense Ratio 0.99%
Max Initial Sales Charge 5.75%
CDSC 0.00%
12b-1 Fee 0.25%

Fund Description

Strategy Statement
Portfolio Managers
Conrad B. Herrmann
"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."

Conrad B. Herrmann, CFA®
Joined Franklin Templeton in 1989
Managed Fund since 1993

Strategy, Benefits, Results

Strategy

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.

Benefits

  • 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.

Results

Hypothetical $10K Investment

Hypothetical $10K Investment

Investing in the Fund

What Are the Risks?
  • All investments involve risks, including possible loss of principal.
  • Investors should be comfortable with fluctuations in the value of their investments, as small- and mid-sized company stocks can be volatile, especially over the short term.
  • Smaller, mid-sized and relatively new or unseasoned companies can be particularly sensitive to changing economic conditions, and their prospects for growth are less certain than those of larger, more established companies.
  • 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.
  • 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.