Nasdaq - Delayed Quote USD

Franklin U.S. Large Cap Equity FI (LMUSX)

24.11 -0.03 (-0.12%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 23.18%
5y Average Return 15.73%
Number of Years Up 12
Number of Years Down 3
Best 1Y Total Return (Sep 27, 2024) 32.97%
Worst 1Y Total Return (Sep 27, 2024) --
Best 3Y Total Return 32.97%
Worst 3Y Total Return 6.58%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LMUSX
Category
YTD
21.19%
5.31%
1-Month
2.11%
-4.19%
3-Month
6.04%
3.90%
1-Year
30.24%
20.31%
3-Year
8.63%
6.48%
5-Year
15.80%
11.78%
10-Year
11.41%
10.96%
Last Bull Market
28.72%
25.56%
Last Bear Market
-17.54%
-15.11%

Annual Total Return (%) History

Year
LMUSX
Category
2024
--
--
2023
27.30%
22.32%
2022
-20.56%
-16.96%
2021
31.04%
26.07%
2020
16.76%
15.83%
2019
25.52%
28.78%
2018
-7.42%
-6.27%
2017
23.12%
20.44%

2016
8.43%
10.37%
2015
-2.02%
-1.07%
2014
13.94%
10.96%
2013
32.97%
31.50%
2012
16.41%
14.96%
2011
1.26%
-1.27%
2010
14.24%
14.01%
2009
22.27%
28.17%
2008
--
-37.79%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 12.76% 4.35% -- --
2023 6.86% 8.23% -1.38% 11.61%
2022 -5.73% -17.54% -4.33% 6.81%
2021 8.09% 9.59% 0.20% 10.41%
2020 -21.99% 22.53% 6.92% 14.25%
2019 12.99% 2.45% 0.22% 8.19%
2018 -0.72% 3.35% 7.24% -15.87%
2017 5.93% 2.86% 4.79% 7.82%
2016 -1.08% 0.26% 4.67% 4.46%
2015 1.78% -0.81% -7.80% 5.28%

2014 2.19% 4.98% 0.72% 5.45%
2013 10.82% 2.40% 5.50% 11.07%
2012 12.85% -3.40% 6.68% 0.10%
2011 6.51% -0.81% -14.51% 12.11%
2010 5.53% -12.01% 10.74% 11.11%
2009 -9.99% 11.97% 14.86% 5.61%
2008 -11.83% -21.06% -- --

Rank in Category (By Total Return)

YTD 9
1-Month 64
3-Month 74
1-Year 6
3-Year 38
5-Year 24

Load Adjusted Returns

1-Year 30.24%
3-Year 8.63%
5-Year 15.80%
10-Year 11.41%

Performance & Risk

YTD Return 23.18%
5y Average Return 15.73%
Rank in Category (ytd) 9
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.02
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Franklin Templeton Investments
Net Assets 298.61M
YTD Return 21.19%
Yield 0.42%
Morningstar Rating
Inception Date May 01, 2015

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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