Portfolio concentration
As of March 31, 2026 · N-PORT
Holdings
5
Top-10 weight
100.00%
Effective holdings
?
The number of equal-weight positions that would produce this portfolio's concentration (1 ÷ Herfindahl index). A 500-stock fund dominated by a few mega-caps might have only ~100 effective holdings.
4
Crowding
?
The value-weighted average number of funds that also own this fund's positions. High = consensus/crowded picks; low = holdings few other funds own.
6.2
Holdings
As of March 31, 2026 · N-PORT| # | Security | Ticker | Shares | Value | % of fund |
|---|---|---|---|---|---|
| 1 | Franklin Growth Fund, Class R6 | — | 1,882,248 | $241.93M | 25.49% |
| 2 | Templeton Growth Fund, Inc., Class R6 | — | 8,962,033 | $240.90M | 25.38% |
| 3 | Franklin Mutual Shares Fund, Class R6 | — | 9,229,336 | $233.41M | 24.59% |
| 4 | Franklin Growth Opportunities Fund, Class R6 | — | 4,676,060 | $232.12M | 24.45% |
| 5 | Franklin Institutional US Government Money Market Fund | INFXX | 586,019 | $586.02K | 0.06% |
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