• Franklin Growth Opportunities Fund

Franklin Templeton Investments
US, Multi-Cap Growth

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Franklin Growth Opportunities Fund

FOPPX

Summary

The fund seeks capital appreciation by investing in small-and mid-size companies in the United States.

The investment process is designed to highlight companies in the benchmark index demonstrating accelerating growth, increasing profitability, or above average growth or growth potential.

Then the research team utilizes fundamental, bottom-up research to identify companies demonstrating growth, quality and valuation characteristics.

In seeking sustainable growth characteristics, the research team looks for companies that have the potential for sustainable earnings and cash flow growth.

The team also evaluates the long-term market opportunity and competitive structure of an industry to identify leaders and emerging leaders.

In assessing value, the investment team considers whether security prices fully reflect the balance of the sustainable growth opportunities relative to business and financial risks.

Then the manager constructs a portfolio from a list of companies favored by the research team and allocates capital based on its conviction level.

The fund, from time to time, may have significant positions in particular sectors, such as technology, healthcare and consumer discretionary.

The fund may make private investments in companies whose securities are not publicly traded including companies that have not yet issued securities publicly in an initial public offering.

 

Strategy Process Research Risk Philosophy

Price

Last Close

$72.84 ( +0.59 )

52 Week HL

$72.84 - $51.35

Net Assets

$6109.6 M

Expense Ratio

0.70 %

Sector Allocation

Jan 31, 2021

Top 10 Holdings

Mar 01, 2021

Company Name

  • AMAZON.COM INC
  • MICROSOFT CORP
  • APPLE INC
  • MASTERCARD INC
  • SERVICENOW INC

Holding

  • 8.55
  • 4.55
  • 3.96
  • 3.72
  • 3.06

Company Name

  • VISA INC
  • ALPHABET INC
  • COSTAR GROUP
  • TWILIO INC
  • WEST PHARMACEUTICAL
  • Total

Holding

  • 2.81
  • 2.32
  • 2.32
  • 2.01
  • 1.91
  • 35.21%

Manager

Name

Grant Bowers

Leadership

Single Manager

Tenure

2003

Advisor

Documents

Prospectus

Fact Sheet

Annual Reports

Website

Link

Performance

YTD

20.7 %

3 Year

107.86%

5 Year

157.87%

Best

38.43%
2020

Worst

-2.5%
2016

Returns +
Quarterly

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 -2.3% -12.8% 19% 5.6% 11.2% -5.4% 7.1% -0.3% - - -
Q2 16.1% 33.4% 5.1% 9.2% 4.6% -0.3% 1.1% 4.1% 0.8% - -
Q3 6.5% 12.3% -2.5% 6.2% 5.2% 6.9% -7.1% 0.5% 11.3% - -
Q4 - 6% 1% -17.6% 5.5% -3.3% 5.6% 3.8% 10% - -

Returns +
Monthly

J F M A M J J A S O N D
2021 -1.9% 0.9% -1.4% 7.7% -2.2% 10.3% 1.4% 4% 1% - - -
2020 4.3% -5.9% -11.2% 16.4% 7.6% 6.5% 7.9% 7.1% -2.8% -2.9% 10.3% -1%

Returns +
Annual

    2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
    20%37%34%-3%28%6%4%11%32%13%1%

Alpha

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
FOPPX 21%38%24%-1%29%-3%6%8%---
Russell 3000 20%37%34%-3%28%6%4%11%32%13%1%
Alpha 0%1%-10%2%2%-8%3%-2%---

FOPPX Russell 3000

Chart +