Investment objective & strategy
As of April 28, 2025 · prospectusObjective. Capital appreciation.
Strategy. Under normal market conditions, the Fund invests at least 80% of its net assets in investments of large-capitalization (large-cap) companies. Large-cap companies are those with market capitalizations (share price times the number of common stock shares outstanding) within those of the top 50% of companies in the Russell 1000 Index at the time of purchase. Under normal market conditions, the Fund invests predominantly in equity securities, mostly common stocks. The Fund may also invest up to 20% of its net assets in investments of small to mid-capitalization companies and a small portion of its net assets in foreign securities. Although the Fund seeks investments across a number of sectors, from time to time, based on economic conditions, the Fund may … Under normal market conditions, the Fund invests at least 80% of its net assets in investments of large-capitalization (large-cap) companies. Large-cap companies are those with market capitalizations (share price times the number of common stock shares outstanding) within those of the top 50% of companies in the Russell 1000 Index at the time of purchase. Under normal market conditions, the Fund invests predominantly in equity securities, mostly common stocks. The Fund may also invest up to 20% of its net assets in investments of small to mid-capitalization companies and a small portion of its net assets in foreign securities. Although the Fund seeks investments across a number of sectors, from time to time, based on economic conditions, the Fund may have significant positions in particular sectors. The investment manager is a research driven, fundamental investor, pursuing a growth strategy. As a "bottom-up" investor focusing primarily on individual securities, the investment manager seeks companies that have identifiable drivers of future earnings growth and that present, in the investment manager's opinion, the best trade-off between that potential earnings growth, business and financial risk, and valuation.
Top holdings
As of March 31, 2026 · N-PORT| Security | Ticker | Value | % of fund |
|---|---|---|---|
| NVIDIA CORP | — | $7.39M | 9.87% |
| ALPHABET INC CL A | — | $5.11M | 6.82% |
| APPLE INC | — | $4.37M | 5.83% |
| MICROSOFT CORP | — | $4.29M | 5.73% |
| AMAZON.COM INC | — | $3.70M | 4.94% |
| Franklin Institutional US Government Money Market Fund | INFXX | $3.41M | 4.55% |
| BROADCOM INC | — | $3.19M | 4.26% |
| META PLATFORMS INC CL A | — | $2.98M | 3.97% |
| LILLY ELI and CO | — | $2.34M | 3.12% |
| TESLA INC | — | $2.13M | 2.85% |
Portfolio moves
Dec 31, 2025 → Mar 31, 2026How many positions this fund opened, exited, grew, trimmed, or left unchanged between its two most recent N-PORT snapshots — net changes between point-in-time reports, not a trade log.
Similar funds
Funds whose portfolios most overlap this one, by weight| Fund | Overlap | Net exp. |
|---|---|---|
| Franklin Growth Opportunities Fund · FGRAX, FKACX, FRAAX, FKARX, FOPPX | 78% | 0.57% |
| Franklin Focused Growth ETF | 64% | 0.55% |
| Franklin Dynatech Fund · FKDNX, FDYNX, FDYZX, FDNRX, FDTRX | 63% | 0.44% |
Advisers
| Firm | Role |
|---|---|
| Franklin Advisers, Inc. | Adviser |
Footnotes
- Net assets and holdings count as of March 31, 2026, from the fund's N-PORT filing.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.