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Franklin Us Large Cap Equity Fund Class Fi: (MF: LMUSX)

(NASDAQ Mutual Funds) As of Jun 10, 2026 05:59 PM ET

$29.38 USD

-0.48 (-1.61%)

Zacks MF Rank

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Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of May 31, 2026

Total Return %* Percentile Rank Objective
YTD 10.40 35
3 months 10.00 31
6 months 11.20 32
1 Year 30.33 20
3 Year 25.66 11
5 Year 13.92 10
10 Year 14.90 29

* Annual for three years and beyond.

Zacks Premium Research for LMUSX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Buy 2
MF Report

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Portfolio Statistics

% Unrealized Gain 28.08
% Yield 0.00
% SEC Yield NA
Net Assets (Mil $) 5/31/2026 0.13
% Turnover 5/31/2026 52.00

Risk

3 Year 5 Year 10 Year
Beta 1.02 1.02 1.04
Alpha 1.30 -0.40 -1.07
R Squared 0.96 0.97 0.97
Std. Dev. 13.12 16.03 16.02
Sharpe 1.53 0.67 1.00

Sector / Country Weightings

As of 5/31/2026 % of Portfolio
Technology 40.60
Retail Trade 13.93
Finance 12.28
Other 8.13
Industrial Cyclical 7.74
Health 5.30
Non-Durable 4.67
Energy 2.79
Services 2.48
Consumer Durables 1.31
Utilities 0.77

Portfolio Holdings

Top Equity Holdings
(As of 2/28/2026)		 % of Portfolio Value (Mil$)
NVIDIA CORP 6.82 33.27
APPLE INC 6.38 31.12
MICROSOFT CORP 4.46 21.73
TOTAL*OTHER 3.77 18.36
ALPHABET INC CLASS A 3.02 14.72
AMAZON.COM INC 2.58 12.57
META PLATFORMS INC 2.53 12.35
ALPHABET INC CLASS C 2.47 12.06
BROADCOM INC 1.87 9.13

Stock Holding % of Net Assets

As Of 2/28/2026
Total Issues 121
Avg. P/E 33.37
Avg. P/Book 4.05
Avg. EPS Growth 13.34
Avg. Market Value (Mil $) 454,033

Composition

% of Portfolio
Stocks 95.02
Foreign Stocks 1.42
Cash 1.21
Bonds 0.00
Foreign Bonds 0.00
Preferred 0.00
Convertible 0.00
Other 3.77
Foreign Hedged 0.00

Style Analysis

% of Portfolio
Large Growth 45.45
Large Value 8.22
Small Growth 6.88
Small Value 9.39
Foreign Stock 10.25
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 12.56