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Franklin Growth Opportunities R6 (FOPPX)

56.72
-0.34
(-0.60%)
At close: May 23 at 8:04:16 PM EDT

Fund Summary

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 45.87%
Worst 1Y Total Return --
Number of Years Up 8
Number of Years Down 3

Performance & Risk

YTD Return -1.37%
5y Average Return 11.76%
Rank in Category (ytd) 55
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.14
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
FOPPXCategory AverageFOPPXCategory AverageFOPPXCategory Average
Alpha -1.22 0.03 -4.66 0.04 -1.33 0.01
BETA 1.14 0.01 1.17 0.01 1.11 0.01
Mean Annual Return 1.07 0.02 1.11 0.02 1.06 0.01
R-squared 86.07 0.89 81.64 0.87 82.02 0.87
Standard Deviation 20.16 0.2 20.88 0.16 18.85 0.15
Sharpe Ratio 0.41 0.01 0.51 0.01 0.57 0.01
Treynor Ratio 5.85 0.21 7.68 0.21 8.56 0.15

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