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Nasdaq - Delayed Quote USD

Franklin NextStep Growth Fund Class C (FNGCX)

9.60
+0.00
+(0.04%)
At close: August 14 at 8:00:18 PM EDT

Performance Overview

Morningstar Return Rating 3
YTD Return 6.12%
5y Average Return 0.00%
Number of Years Up 2
Number of Years Down 1
Best 1Y Total Return (Feb 4, 2019) 20.63%
Worst 1Y Total Return (Feb 4, 2019) -8.03%
Best 3Y Total Return 20.63%
Worst 3Y Total Return 8.53%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FNGCX
Category
YTD
-3.58%
11.35%
1-Month
2.28%
0.99%
3-Month
15.44%
5.92%
1-Year
2.90%
32.83%
3-Year
4.98%
11.75%
5-Year
0.00%
11.53%
10-Year
0.00%
8.98%
Last Bull Market
0.00%
17.67%
Last Bear Market
0.00%
-15.71%

Annual Total Return (%) History

Year
FNGCX
Category
2020
--
13.51%
2019
20.63%
21.35%
2018
-8.03%
-7.93%
2017
15.23%
15.80%
2016
--
7.93%

Past Quarterly Returns

YearQ1Q2Q3Q4
2020 -16.48% 15.44% -- --
2019 9.69% 3.05% 0.40% 6.29%
2018 -0.49% -0.33% 3.52% -10.42%
2017 3.91% 2.53% 4.03% 3.97%
2016 1.12% 3.06% -0.42% --

Rank in Category (By Total Return)

YTD 28
1-Month 42
3-Month 67
1-Year 26
3-Year 45
5-Year --

Load Adjusted Returns

1-Year 1.92%
3-Year 4.98%
5-Year --
10-Year --

Performance & Risk

YTD Return 6.12%
5y Average Return 0.00%
Rank in Category (ytd) 28
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.25
Morningstar Risk Rating

Fund Overview

Category Allocation--70% to 85% Equity
Fund Family Franklin Templeton Investments
Net Assets 6.14M
YTD Return -3.58%
Yield 1.08%
Morningstar Rating
Inception Date Feb 05, 2016

Fund Summary

The investment seeks the highest level of long-term total return that is consistent with an acceptable level of risk. The fund is a "fund of funds" meaning that it seeks to achieve its investment goal by investing its assets in underlying funds (i.e., other mutual funds and exchange-traded funds (ETFs)), including underlying funds managed by Franklin Templeton as well as those managed by unaffiliated investment managers. The fund will seek to maintain a target exposure, principally through investment in underlying funds, of 75% to equities and equity-related securities and 25% to debt securities.

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