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Franklin Focused Core Equity Fund

Fund Category: BlendGo to Prices & Performance page
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Symbol FCEQX
CUSIP 354 713 448
Fund Number 443
Inception Date1 Dec 13, 2007
Distributions Annually
Total Net Assets
(all share classes)
As of 03/31/2014
$50.5
(millions)

As of  04/23/2014

NAV2 $13.36  
NAV Change -$0.03  
POP3 $14.18  
YTD Total Return at NAV 5.53%
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 21.11% 28.55%
5 Yrs 20.29% 21.72%
10 Yrs
Life 5.42% 6.41%

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

Gross Expense Ratio4,5 1.90%
Net Expense Ratio 1.31%
Max Initial Sales Charge 5.75%
CDSC 0.00%
12b-1 Fee 0.30%

Fund Description

Strategy Statement
Portfolio Managers
Brent Loder
"By having the flexibility to invest across the growth/value spectrum, we're able to zero in on companies we think make the most attractive investments."

Brent Loder
Joined Franklin Templeton in 2006
Managed Fund since 2009

Strategy, Benefits, Results

Strategy

  • We focus the portfolio on a smaller number of holdings, typically around 20-50, in which we have the highest levels of conviction.
  • We select investments that we believe offer a compelling trade-off between growth potential, valuation and risk.
  • We employ a bottom-up investment approach, assessing the market price of a company's securities relative to our evaluation of the company's long-term earnings, asset value and cash flow potential.

Benefits

  • Tenured and experienced portfolio management team.
  • Distinct research structure. Investment professionals organized into collaborative sector teams.
  • Attractive core holding. Due to the fund's focus on large capitalization companies across the style spectrum from value to growth.
  • Broad diversification spread across multiple asset classes.

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.
  • Since the fund invests in a relatively small number of companies, the fund is subject to the risk that poor performance by several companies could adversely affect fund performance more so than a more broadly diversified fund.
  • Special risks are 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.
  • The fund also has the potential to invest in foreign company stocks, which involve exposure to currency volatility and 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.