Franklin Growth Opportunities Fund Class R (FKARX)
| Fund Assets | 4.47B |
| Expense Ratio | 1.16% |
| Min. Investment | $1,000 |
| Turnover | 27.49% |
| Dividend (ttm) | 5.21 |
| Dividend Yield | 11.29% |
| Dividend Growth | -9.66% |
| Payout Frequency | Annual |
| Ex-Dividend Date | Dec 20, 2024 |
| Previous Close | 46.16 |
| YTD Return | 5.29% |
| 1-Year Return | 8.98% |
| 5-Year Return | 60.05% |
| 52-Week Low | 35.34 |
| 52-Week High | 51.70 |
| Beta (5Y) | n/a |
| Holdings | 82 |
| Inception Date | Jan 1, 2002 |
About FKARX
Franklin Growth Opportunities Fund Class R is an actively managed mutual fund focused on capital appreciation by investing primarily in equity securities of companies exhibiting accelerating growth, rising profitability, or above-average growth relative to the broader economy. The fund holds a diversified portfolio, typically targeting large growth companies across various sectors that demonstrate dynamic and expanding business models. Managed within the Franklin Templeton family, this fund aims to identify businesses at the forefront of innovation and market expansion, capturing opportunities in rapidly evolving industries. With a minimum investment requirement of $1,000 and an expense ratio of 1.16%, it caters to investors seeking long-term growth through exposure to companies with promising growth prospects. The fund’s performance is benchmarked against major growth indices and offers annual dividend distributions, playing a significant role in growth-focused investment strategies within the mutual fund landscape.
Performance
FKARX had a total return of 8.98% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.71%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
| Symbol | Provider | Name | Expense Ratio |
|---|---|---|---|
| FAOFX | Fidelity | Fidelity Advisor Series Growth Opportunities Fund | 0.01% |
| FCGSX | Fidelity | Fidelity Series Growth Company Fund | 0.57% |
| FDGRX | Fidelity | Fidelity Growth Company Fund | 0.52% |
| FGCKX | Fidelity | Fidelity Growth Company Fund - Class K | 0.45% |
| FGKFX | Fidelity | Fidelity Growth Company K6 Fund | 0.45% |
Top 10 Holdings
43.81% of assets| Name | Symbol | Weight |
|---|---|---|
| Meta Platforms, Inc. | META | 6.93% |
| NVIDIA Corporation | NVDA | 6.27% |
| Amazon.com, Inc. | AMZN | 6.00% |
| Microsoft Corporation | MSFT | 5.14% |
| Apple Inc. | AAPL | 4.43% |
| Mastercard Incorporated | MA | 3.68% |
| Axon Enterprise, Inc. | AXON | 3.15% |
| Netflix, Inc. | NFLX | 2.97% |
| Broadcom Inc. | AVGO | 2.69% |
| Eli Lilly and Company | LLY | 2.55% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 20, 2024 | $5.2088 | Dec 20, 2024 |
| Dec 20, 2023 | $5.7657 | Dec 20, 2023 |
| Dec 15, 2022 | $1.6818 | Dec 15, 2022 |
| Dec 15, 2021 | $5.0651 | Dec 15, 2021 |
| Dec 15, 2020 | $0.3049 | Dec 15, 2020 |
| Dec 16, 2019 | $3.4218 | Dec 18, 2019 |