About LMISX
Franklin U.S. Large Cap Equity Fund - Class IS is an institutional share class of an actively managed mutual fund focused on long-term capital appreciation. The fund primarily invests in a diversified portfolio of large-capitalization companies based in the United States, employing a core approach that blends elements of growth and value investing. It utilizes a quantitative investment process to assess opportunities and manage risk, aiming to deliver consistent performance by balancing exposure across sectors and styles. Technology, consumer cyclical, communication services, healthcare, and financial services are among the most prominent sectors represented in its portfolio, with top holdings including major companies such as Microsoft, Apple, NVIDIA, Amazon.com, and Meta Platforms. With a management expense ratio of 0.70% and a minimum initial investment of $1 million, the fund is tailored for institutional investors seeking broad exposure to the U.S. large-cap equity market. Its role in the financial market is to offer investors a professionally managed, diversified vehicle to participate in the performance of leading American corporations while aiming to mitigate risks through a systematic selection process.
Fund Family Franklin Templeton Investments
Category Large Blend
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol LMISX
Share Class Class Is
Index Russell 1000 TR USD
LMISX had a total return of 24.80% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.36%.
