About LMTIX
Franklin U.S. Large Cap Equity Fund Class I is a mutual fund designed to achieve long-term capital appreciation through a diversified investment strategy. The fund primarily allocates its assets to large capitalization U.S. companies, utilizing a quantitative approach that evaluates stocks based on factors such as value, cash flow, earnings growth, and market sentiment. Its portfolio encompasses a blend of growth and value equities, targeting industry-leading firms across multiple sectors. Key holdings often include prominent names like Apple, Microsoft, and NVIDIA, reflecting its focus on large, influential corporations.
The fund is categorized under the "Large Blend" segment, which indicates a balance between growth and value styles, and is benchmarked against the Russell 1000 Index. With hundreds of individual holdings, Franklin U.S. Large Cap Equity Fund Class I provides broad exposure to the U.S. equity market, making it a core holding for investors seeking diversified access to major American businesses. The fund distributes dividends semi-annually and is typically suited for institutional investors due to its higher minimum investment requirements.
Fund Family Franklin Templeton Investments
Category Large Blend
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol LMTIX
Share Class Class I
Index Russell 1000 TR USD
LMTIX had a total return of 24.43% in the past year, including dividends. Since the fund's
inception, the average annual return has been 13.28%.
