Nasdaq - Delayed Quote USD
Franklin U.S. Large Cap Equity I (LMTIX)
21.50
+0.08
+(0.37%)
At close: April 17 at 8:01:28 PM EDT
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).
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 31.28% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 7 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | -11.38% |
| 5y Average Return | 15.72% |
| Rank in Category (ytd) | 91 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.05 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| LMTIX | Category Average | LMTIX | Category Average | LMTIX | Category Average | |
| Alpha | -0.04 | -0.01 | 0.18 | -0.01 | -1.7 | -0.01 |
| BETA | 1.05 | 0.01 | 1.03 | 0.01 | 1.05 | 0.01 |
| Mean Annual Return | 0.87 | 0.01 | 1.61 | 0.01 | 0.99 | 0.01 |
| R-squared | 97.45 | 0.94 | 97.58 | 0.95 | 97.49 | 0.95 |
| Standard Deviation | 18.34 | 0.17 | 17.68 | 0.19 | 16.35 | 0.15 |
| Sharpe Ratio | 0.32 | 0 | 0.93 | 0.01 | 0.61 | 0.01 |
| Treynor Ratio | 4.3 | 0.03 | 15.94 | 0.1 | 8.65 | 0.1 |
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