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

(NASDAQ Mutual Funds) As of Sep 11, 2026 06:04 PM ET

$31.04 USD

+0.22 (0.71%)

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

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jul 31, 2026

Total Return %* Percentile Rank Objective
YTD 11.37 34
3 months 6.59 13
6 months 10.41 22
1 Year 23.71 17
3 Year 21.48 6
5 Year 13.18 7
10 Year 14.67 24

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Jul 31, 2026

1 Year 24.99
5 Year 13.41
10 Year 15.03
Since Inception 12.66

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -4.40 15.42 NA NA
2025 -6.54 11.14 9.84 3.12
2024 12.75 4.36 5.21 4.36
2023 6.85 8.23 -1.37 11.60
2022 -5.73 -17.53 -4.32 6.81
2021 8.08 9.58 0.19 10.41

Annual Return

20262025202420232022202120202019201820172016
% Total Return 11.3717.6629.2127.30-20.5631.0316.6925.50-7.4223.098.43
% Total Return Rel to Index 0.13-0.554.191.05-2.352.35-1.71-5.98-3.021.29-3.50
% Total Return Rel to Peer 0.374.959.814.30-0.868.97-3.22-2.92-0.562.410.61
% Perf Quintile vs Peer* 3.002.001.002.003.001.003.005.004.003.003.00
% Dividends 0.000.000.030.080.150.000.140.150.230.240.24
% Yield 0.000.000.140.000.890.000.680.761.271.161.40
Capital Gains ($) 0.651.040.851.350.005.330.501.292.390.970.00
Expense Ratio 0.001.051.051.050.711.051.051.050.781.051.05

* 1 = Top 20%, 5 = Bottom 20%