Franklin Growth Series Class A (FKGRX)

$127.12
A Fund
Sector
Fund TypeMutual Fund
Fund CategoryU.S. Equities - Blend
Fund BenchmarkU.S. Large Cap
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
Franklin Growth Series Class A 32 0.94 13.26% 4.77% 0.91%
U.S. Large Cap 33 0.98 5.57% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 17.27% 15.81% 1.46%
Year-to-Date 13.26% 5.57% 7.69%
1 Year 24.00% 17.30% 6.70%

Risk, Fees & Styles

(as of 6/30/2020)
RISK PROFILE Help

Fund's Risk

32%

(very high)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 32% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.91%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$1,150

Real cost (fees + lost compounding)

$1,423

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
99%

Return in excess of styles
(over past year)
-1.23%