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Franklin Growth Opportunities Fund Advisor Class: (MF: FRAAX)
(NASDAQ Mutual Funds) As of Sep 24, 2024 08:00 PM ET
$60.40 USD
+0.22 (0.37%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 20.30 | 39 |
| 3 months | 7.24 | 19 |
| 6 months | 7.74 | 62 |
| 1 Year | 30.64 | 38 |
| 3 Year | 1.61 | 73 |
| 5 Year | 14.16 | 46 |
| 10 Year | 12.61 | 46 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 191.05 |
| Bear Market (10/07 - 2/09) | -49.89 |
| Bull Market (2/09 - 3/21) | 924.58 |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 32.74 |
| 5 Year | 13.94 |
| 10 Year | 12.82 |
| Since Inception | 10.24 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 13.44 | 4.94 | NA | NA |
| 2023 | 11.30 | 12.94 | -3.42 | 15.44 |
| 2022 | -13.55 | -24.30 | -4.08 | 0.53 |
| 2021 | -2.35 | 16.09 | -0.28 | 4.22 |
| 2020 | -12.83 | 33.34 | 12.29 | 11.65 |
| 2019 | 19.00 | 6.08 | -2.55 | 9.03 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 20.30 | 40.15 | -36.89 | 17.80 | 45.72 | 34.12 | -0.75 | 29.02 | -2.72 | 6.11 | 8.14 |
| % Total Return Rel to Index | 0.76 | 13.90 | -18.69 | -10.87 | 27.32 | 2.63 | 3.64 | 7.22 | -14.65 | 4.72 | -5.49 |
| % Total Return Rel to Peer | 5.35 | 14.02 | -12.03 | 2.97 | 19.93 | 8.91 | 3.66 | 9.78 | -6.22 | 5.93 | 2.48 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 5.00 | 3.00 | 1.00 | 3.00 | 2.00 | 2.00 | 5.00 | 2.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 5.76 | 1.68 | 5.06 | 3.12 | 3.42 | 4.17 | 3.16 | 0.64 | 0.66 | 0.66 |
| Expense Ratio | 0.66 | 0.68 | 0.64 | 0.66 | 0.70 | 0.69 | 0.74 | 0.72 | 0.84 | 0.88 | 0.87 |
* 1 = Top 20%, 5 = Bottom 20%