Franklin Growth Opportunities Fund Class R (FKARX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
48.77
+0.07 (0.14%)
Oct 28, 2024, 4:00 PM EDT
31.67%
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.

Fund Family Franklin Templeton Investments
Category Large Growth
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol FKARX
Index Russell 3000 Growth TR

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.

Symbol Provider Name Expense Ratio
FAOFX Fidelity Fidelity Advisor Series Growth Opportunities Fund 0.01%
FGKFX Fidelity Fidelity Growth Company K6 Fund 0.45%
FGCKX Fidelity Fidelity Growth Company Fund - Class K 0.65%
FDGRX Fidelity Fidelity Growth Company Fund 0.72%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol Share Class Expense Ratio
FOPPX Class R6 0.58%
FKACX Class C 1.66%
FRAAX Advisor Class 0.66%
FGRAX Class A 0.91%

Top 10 Holdings

43.41% of assets
Name 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%
View More Holdings

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
Full Dividend History