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Franklin Growth A (FKGRX) Fund Ranking and Research

Ranking, Research and Recommendation of Franklin Growth A (FKGRX) Fund

    Last Trade: $75.10 on 12/19/2014, Change: +0.28 (0.37%)

 

Graph of Franklin Growth A Fund (FKGRX) ManagerFund Manager - Vivian J. Palmieri

Fund Manager Information

Fund Manager Tenure: 49.8 years
Fund Family: Franklin Templeton Investments
Fund Category: Large Growth
Fund Performance: Nov 29, 2014
Fundmojo Fund Grade: A (Score: 0.7)     (What does this score mean?)
Palmieri is a vice president of Franklin Investment Advisory Services, LLC. Prior to joining the company in 1965, Palmieri worked at Merrill Lynch and Wood Struthers & Winthrop, he has also served in the U.S. Air Force.  Get more insights on Vivian J. Palmieri

 

Graph of Franklin Growth A Fund (FKGRX) ProfileFranklin Growth A Fund (FKGRX) Profile

Fund Profile and Description

Franklin Growth A Fund seeks capital appreciation. Although the fund normally invests substantially in the equity securities of U.S.-based large and medium market capitalization companies, it may invest in companies in new and emerging industries where growth is expected to be above average and may invest up to 40% of assets in smaller companies. Franklin Growth A Fund may also invest up to 40% of assets in foreign securities and up to 10% of assets in non-U.S. dollar denominated securities.

 

Franklin Growth A (FKGRX) Fund Strength What we like about Franklin Growth A (FKGRX) Fund

Data for Franklin Growth A Fund (FKGRX) as of Nov 29, 2014

  • Franklin Growth A Fund (FKGRX) management has been with Franklin Growth A Fund for 49.8 years
  • Franklin Growth A Fund (FKGRX) has good short-term performance (1-year return 18.44% vs 14.49% Large Growth category median performance)
  • Franklin Growth A Fund (FKGRX) has good Long-term performance (5-year return 15.22% vs 15.03% Large Growth category median performance)
  • Franklin Growth A Fund (FKGRX) ratio of up-years vs down years is greater than 2
  • Franklin Growth A Fund (FKGRX) has an annual stock turnover rate of 1.50% vs Large Growth average of 49.17%. It is good that Franklin Growth A management does not trade extensively for its return.
  • Franklin Growth A Fund (FKGRX) is less volatile than its peers as it has a 3-year Standard Deviation of 8.87, lower than category average of 10.99
  • Franklin Growth A Fund (FKGRX) has a lower expense ratio than its Large Growth average: 0.90% vs 1.20%

Franklin Growth A Fund (FKGRX) Weakness What we are cautious about Franklin Growth A (FKGRX) Fund

Data for Franklin Growth A Fund (FKGRX) as of Nov 29, 2014

  • Franklin Growth A Fund (FKGRX) has a less-than-ideal mid-term performance (3-year return 19.25% vs 19.48% Large Growth category median performance)
  • Franklin Growth A Fund (FKGRX) has a Morningstar rating of 3 and below
  • Franklin Growth A Fund (FKGRX) carries a 5.75% load
See Franklin Growth A Fund (FKGRX) performance details as of Nov 29, 2014

 

What do you think?

 

Compare Franklin Growth A Fund (FKGRX)Compare with other top Large Growth category mutual funds

Aadditional top Large Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Franklin Growth A15.5418.4419.2515.22
American Funds AMCAP R6 (RAFGX)13.1915.8821.6516.60Compare
AllianceBern Core Opportunities Advisor (ADGYX)12.6915.6320.6117.01Compare
Voya Russell Large Cap Growth Index A (IRLAX)13.8516.8319.4815.11Compare

See top fund managers for Large Growth Category Funds

 

Compare Franklin Growth A Fund (FKGRX)Compare with Large Growth category ETFs

Some Large Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares S&P 500 Growth Index (IVW)15.81%19.50%20.79%
PowerShares Fundamental Pure La (PXLG)17.08%19.45%21.13%
Schwab U.S. Large-Cap Growth ETF (SCHG)16.31%19.20%21.72%
SPDR S&P 500 Growth ETF (SPYG)15.64%18.85%20.88%
iShares Morningstar Large Growth Index (JKE)15.86%18.77%21.41%

 

Graph of Franklin Growth A Fund (FKGRX) Net Asset TrackingFranklin Growth A (FKGRX) Fund Net Asset

Track net asset change of Franklin Growth A fund (FKGRX)

DateNet Asset
11/2014$10.75B
10/2014$10.75B
09/2014$10.47B
More historic net asset information on Franklin Growth A Fund (FKGRX)

  

Graph of Franklin Growth A Fund (FKGRX) Portfolio TrackingFranklin Growth A (FKGRX) Fund Portfolio Allocation

Track portfolio allocation change of Franklin Growth A fund (FKGRX)

DateCashStockBondOther
09/20149.86%90.14%0%0%
06/20149.82%90.18%0%0%
03/201411.04%88.96%0%0%
Click here to see more historic asset allocation information on Franklin Growth A Fund (FKGRX)

 

graph of Franklin Growth A Fund (FKGRX) Top 10 Position TrackingTop 10 Holdings in Franklin Growth A (FKGRX) Fund

Discover what Franklin Growth A Fund (FKGRX) manager is buying

Sep 29, 2014
Apple Inc. [3.91%]
Allergan, Inc. Common Stock [1.72%]
Biogen Idec Inc. [1.6%]
Walt Disney Company (The) Commo [1.45%]
Northrop Grumman Corporation Co [1.4%]
Amgen Inc. [1.36%]
Boeing Company (The) Common Sto [1.35%]
W.W. Grainger, Inc. Common Stoc [1.34%]
Alaska Air Group, Inc. Common S [1.34%]
V.F. Corporation Common Stock [1.27%]

Jun 29, 2014
Apple Inc. [3.66%]
Allergan, Inc. Common Stock [1.65%]
Biogen Idec Inc. [1.54%]
Alaska Air Group, Inc. Common S [1.49%]
Walt Disney Company (The) Commo [1.41%]
Boeing Company (The) Common Sto [1.37%]
W.W. Grainger, Inc. Common Stoc [1.37%]
Northrop Grumman Corporation Co [1.29%]
V.F. Corporation Common Stock [1.23%]
Johnson & Johnson Common Stock [1.23%]

Mar 30, 2014
Apple Inc. [3.15%]
Google Inc. [1.71%]
Biogen Idec Inc. [1.56%]
Alaska Air Group, Inc. Common S [1.52%]
W.W. Grainger, Inc. Common Stoc [1.42%]
Boeing Company (The) Common Sto [1.41%]
Northrop Grumman Corporation Co [1.38%]
Walt Disney Company (The) Commo [1.38%]
Allergan, Inc. Common Stock [1.27%]
V.F. Corporation Common Stock [1.26%]
Click here for Stock Holding Change Map in Franklin Growth A Fund (FKGRX)

  

Latest News on Franklin Growth A (FKGRX) Fund

See what is happening with Franklin Growth A Fund (FKGRX)

 

Franklin Growth A Fund (FKGRX) Related ResourcesSee more information on Franklin Growth A (FKGRX) Fund

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