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Franklin Growth Opportunities Fund

Fund Category: GrowthGo to Prices & Performance page
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Symbol FGRAX
CUSIP 354 713 687
Fund Number 462
Inception Date1 Jun 23, 1999
Distributions Annually
Total Net Assets
(all share classes)
As of 03/31/2014
$901.3
(millions)

As of  04/23/2014

NAV2 $28.95  
NAV Change -$0.25  
POP3 $30.72  
YTD Total Return at NAV -1.70%
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 18.39% 25.61%
5 Yrs 19.94% 21.37%
10 Yrs 9.11% 9.76%
Life 8.20% 8.63%

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

Gross Expense Ratio4 1.25%
Net Expense Ratio 1.25%
Max Initial Sales Charge 5.75%
CDSC 0.00%
12b-1 Fee 0.28%

Fund Description

Strategy Statement
Portfolio Managers
Grant Bowers
"We seek to invest in high quality, leading growth companies in the United States to create a diversified, multi-cap, multi-industry fund."

Grant Bowers
Joined Franklin Templeton in 1993
Managed Fund since 2007

Strategy, Benefits, Results

Strategy

We use fundamental, bottom-up research to find innovative, fast-growing companies that meet our criteria of:

  • Growth. We focus 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.
  • Multi-cap strategy leads to a broadly diversified portfolio of fast-growing businesses.

Results

Hypothetical $10K Investment

Hypothetical $10K Investment

Investing in the Fund

What Are the Risks?
  • All investments involve risks, including possible loss of principal.
  • The fund may be more volatile than a more conservative equity fund and may be best suited for long-term investors.
  • The fund’s investments in smaller and mid-sized-company stocks involve special risks such as relatively smaller revenues, limited product lines and smaller market share.
  • Smaller- and mid-sized company stocks historically have exhibited greater price volatility than larger-company stocks, 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.
  • 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.