Nasdaq - Delayed Quote USD

Franklin U.S. Large Cap Equity IS (LMISX)

25.24
+0.04
+(0.16%)
As of 8:06:16 AM EST. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 3.62%
5y Average Return 15.08%
Number of Years Up 13
Number of Years Down 3
Best 1Y Total Return (Feb 14, 2025) 33.33%
Worst 1Y Total Return (Feb 14, 2025) --
Best 3Y Total Return 33.33%
Worst 3Y Total Return 6.92%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LMISX
Category
YTD
3.17%
5.31%
1-Month
3.17%
-4.19%
3-Month
7.80%
3.90%
1-Year
30.82%
20.31%
3-Year
12.94%
6.48%
5-Year
16.21%
11.78%
10-Year
12.74%
10.96%
Last Bull Market
23.53%
25.56%
Last Bear Market
-17.61%
-15.11%

Annual Total Return (%) History

Year
LMISX
Category
2024
29.61%
--
2023
27.79%
22.32%
2022
-20.60%
-16.96%
2021
31.42%
26.07%
2020
17.19%
15.83%
2019
25.94%
28.78%
2018
-7.34%
-6.27%
2017
23.49%
20.44%

2016
8.81%
10.37%
2015
-1.65%
-1.07%
2014
14.21%
10.96%
2013
33.33%
31.50%
2012
16.62%
14.96%
2011
1.62%
-1.27%
2010
14.43%
14.01%
2009
22.74%
28.17%
2008
--
-37.79%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 12.83% 4.47% 5.27% 4.45%
2023 6.96% 8.33% -1.33% 11.77%
2022 -5.62% -17.61% -4.35% 6.75%
2021 8.18% 9.68% 0.31% 10.41%
2020 -21.86% 22.57% 7.02% 14.33%
2019 13.08% 2.58% 0.34% 8.21%
2018 -0.62% 3.42% 7.06% -15.79%
2017 5.97% 2.99% 4.87% 7.90%
2016 -1.02% 0.32% 4.77% 4.59%
2015 1.84% -0.76% -7.75% 5.48%

2014 2.19% 5.05% 0.84% 5.50%
2013 10.84% 2.56% 5.50% 11.17%
2012 12.85% -3.31% 6.68% 0.19%
2011 6.62% -0.81% -14.42% 12.27%
2010 5.42% -11.92% 10.85% 11.17%
2009 -9.87% 11.97% 14.99% 5.76%
2008 -11.82% -21.05% -- --

Rank in Category (By Total Return)

YTD 47
1-Month 47
3-Month 10
1-Year 5
3-Year 10
5-Year 7

Load Adjusted Returns

1-Year 30.82%
3-Year 12.94%
5-Year 16.21%
10-Year 12.74%

Performance & Risk

YTD Return 3.62%
5y Average Return 15.08%
Rank in Category (ytd) 47
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.03
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Franklin Templeton Investments
Net Assets 346.57M
YTD Return 3.17%
Yield 0.46%
Morningstar Rating
Inception Date Apr 30, 2008

Fund Summary

Under normal circumstances, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, if any, in U.S. equity securities or other investments with similar economic characteristics of large capitalization companies. It has exposure to growth and value equities of large capitalization companies. The fund seeks to produce returns that exceed those of the Russell 1000 Index over a full market cycle (typically three to five years).

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