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Franklin Large Cap Equity Fund

Fund Category: BlendGo to Prices & Performance page
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Symbol FLCAX
CUSIP 353 533 680
Fund Number 428
Inception Date1 Dec 11, 1998
Distributions Quarterly
Total Net Assets
(all share classes)
As of 03/31/2014
$147.2
(millions)

As of  04/23/2014

NAV2 $8.08  
NAV Change -$0.03  
POP3 $8.57  
YTD Total Return at NAV -0.12%
Distribution Rate at NAV
30-day Standardized Yield

Average Annual Total Returns4
As of Quarter End 03/31/2014

w/ Sales Charge w/o Sales Charge
1 Yr 14.67% 21.66%
5 Yrs 16.37% 17.76%
10 Yrs 5.20% 5.83%
Life 3.45% 3.85%

Expense Ratio and Sales Charge As of 12/01/2013 (updated annually)

Gross Expense Ratio5,6 1.41%
Net Expense Ratio 1.26%
Max Initial Sales Charge 5.75%
CDSC 0.00%
12b-1 Fee 0.30%

Fund Description

Strategy Statement
Portfolio Managers
Carin Pai
"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
Joined Franklin Templeton in 1996
Managed Fund since 2013

Strategy, Benefits, Results

Strategy

  • 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.

Benefits

  • 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.

Results

Hypothetical $10K Investment

Hypothetical $10K Investment

Investing in the Fund

What Are the Risks?
  • All investments involve risks, including possible loss of principal.
  • Stock prices fluctuate, sometimes rapidly and dramatically, due to factors affecting individual companies, particular industries or sectors, or general market conditions.
  • The fund’s investments in foreign company stocks involve special risks including currency fluctuations and political uncertainty.
  • There are special risks involved with significant exposure to a particular sector, including increased susceptibility related to economic, business, or other developments affecting that sector, which may result in increased volatility.
  • 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.