Nasdaq - Delayed Quote USD
Franklin Equity Portfolio (FEPFX)
10.33
-0.00
(-0.03%)
At close: July 26 at 8:00:16 PM EDT
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- Previous Close
10.33 - YTD Return -20.03%
- Expense Ratio 0.50%
- Category World Large-Stock Blend
- Last Cap Gain 9.00
- Morningstar Rating --
- Morningstar Risk Rating --
- Sustainability Rating
- Net Assets 411.7k
- Beta (5Y Monthly) --
- Yield 5.18%
- 5y Average Return --
- Holdings Turnover 21.75%
- Last Dividend 0.04
- Inception Date Jul 15, 2020
The fund seeks to achieve its investment goal by investing primarily in other Franklin Templeton and Legg Mason mutual funds and exchange-traded funds (ETFs) and third-party ETFs (together, the “underlying funds”). Through its investments in the underlying funds, under normal market conditions the fund invests at least 80% of its net assets in equity securities and other instruments that have economic characteristics similar to equity securities.
Franklin Templeton Investments
Fund Family
World Large-Stock Blend
Fund Category
411.7k
Net Assets
2020-07-15
Inception Date
Performance Overview: FEPFX
View MoreTrailing returns as of 7/26/2022. Category is World Large-Stock Blend.
Holdings: FEPFX
View MoreSector Weightings
SectorFEPFX
Technology 21.95%
Financial Services 12.67%
Healthcare 12.03%
Industrials 10.48%
Consumer Cyclical 9.86%
Consumer Defensive 8.22%
Communication Services 7.55%
Energy 5.41%
Basic Materials 4.73%
Real Estate 3.84%
Utilities 3.24%
Recent News: FEPFX
View MoreResearch Reports: FEPFX
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