Franklin Growth Opportunities Fund Class R (FKARX)
Fund Assets | 4.71B |
Expense Ratio | 1.16% |
Min. Investment | $1,000 |
Turnover | 27.49% |
Dividend (ttm) | 5.77 |
Dividend Yield | 11.82% |
Dividend Growth | 242.83% |
Payout Frequency | Annual |
Ex-Dividend Date | Dec 20, 2023 |
Previous Close | 48.70 |
YTD Return | 25.15% |
1-Year Return | 51.39% |
5-Year Return | 115.69% |
52-Week Low | 37.04 |
52-Week High | 49.47 |
Beta (5Y) | n/a |
Holdings | 87 |
Inception Date | Jan 1, 2002 |
About FKARX
Under normal market conditions, the fund invests predominantly in equity securities of companies demonstrating accelerating growth, increasing profitability, or above-average growth or growth potential as compared with the overall economy. It normally invests predominantly in equity securities, primarily to predominantly common stock. A portion to a significant amount of the fund's investments may be in smaller and midsize companies. The fund, from time to time, may have significant positions in particular sectors, such as information technology, healthcare and consumer discretionary.
Performance
FKARX had a total return of 51.39% in the past year. Since the fund's inception, the average annual return has been 9.80%, including dividends.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
Top 10 Holdings
43.41% of assetsName | Symbol | Weight |
---|---|---|
NVIDIA Corporation | NVDA | 8.35% |
Amazon.com, Inc. | AMZN | 6.34% |
Meta Platforms, Inc. | META | 5.94% |
Apple Inc. | AAPL | 5.22% |
Microsoft Corporation | MSFT | 4.91% |
Eli Lilly and Company | LLY | 2.97% |
Mastercard Incorporated | MA | 2.88% |
Monolithic Power Systems, Inc. | MPWR | 2.42% |
ServiceNow, Inc. | NOW | 2.23% |
UnitedHealth Group Incorporated | UNH | 2.15% |
Dividend History
Ex-Dividend | Amount | Pay Date |
---|---|---|
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 |
Dec 17, 2018 | $4.165 | Dec 19, 2018 |