Franklin Growth Fund
For over 60 years, the Fund has invested in companies with the potential for long-term sustainable growth utilizing fundamental, bottom-up research to focus on companies that meet our criteria of Growth, Quality and Valuation.
|Franklin Growth Fund
Advisor Class Shares
As of June 30, 2014
|fi360 Fiduciary Score®
(# of Peers)
|Score||Avg 1yr||Avg 3yr||Avg 5yr||Avg 10yr|
fi360 Fiduciary Score® is a peer percentile ranking of an investment against a set of quantitative due diligence criteria selected to reflect prudent fiduciary management. The fi360 Fiduciary Score should not be used as the sole source of information in an investment decision. Visit fi360.com/fi360-Fiduciary-Score for the complete methodology document.1
- An Experienced Management Team
Lead portfolio manager Serena Perin Vinton, CFA,2 has been with the firm for over 22 years. She is joined by portfolio manager Conrad Herrmann, CFA,2 who has been with the firm for over 25 years. The portfolio management team is supported by the Franklin Equity Group Research Team, with over 30 investment professional and 7 sector teams. This strength and expertise allows analysts to conduct extensive research on thousands of stocks in over 100 industries.3
- Strong Performance Record
Franklin Growth Fund Advisor Class share performance ranked in the top quartile of the Morningstar Large Growth category for the 10-year period ended 6/30/14.4
- Low Expenses, Active Management
As of 3/31/14, Franklin Growth Fund Advisor Class net expense ratio was 0.67%, versus 1.01% for the Lipper Multi-Cap Core Funds category average.