Franklin U.S. Opportunities Fund (USD)

 

Basic information

  • Price per share
  • (10/30/2020) 24.3800 USD
  • Year max
  • (10/13/2020) 26.6900 USD
  • Year min
  • (3/23/2020) 14.9600 USD
  • Invest company
  • Franklin Templeton Investments
  • Inception date
  • 4/3/2000
  • Registration country
  • Luxembourg
  • Total assets

Investment policy

  • Asset class
  • Equity
  • Regional focus
  • Developed Markets
    North America
  • Theme
  • Growth
    Multi-Cap
    Country Focus
  • Dividend policy
  • Accumulation
  • Currency
  • USD

Information about fees and costs

  • Fee category
  • Dynamic
  • Ongoing charges
  • 1.82 %
  • Management fee (part of Ongoing charges)
  • 1.00 %

Target markets

  • Investment period
  • Min. 5 years
  • Investment preferences
  • Growth
  • Ability to accept the loss
  • Yes
  • Risk profile
  • Risk Profile 6
  • Client category
  • Retail
    Professional
    Eligible Counterparty
  • Knowledge and experience
  • Basic
    Informed
    Advanced

Cumulative performance (%)

  • 1 week
  • -5.72 %
  • 1 month
  • -3.06 %
  • 3 months
  • 1.08 %
  • 6 months
  • 23.13 %
  • Year to date
  • 24.71 %
  • 1 year
  • 32.28 %
  • 2 years
  • 55.98 %
  • 3 years
  • 64.62 %
  • 5 years
  • 97.57 %
  • 10 years
  • 256.43 %
  • Since inception (4/3/2000)
  • 143.80 %

Average performance (% p.a.)

  • 2 years
  • 24.89 %
  • 3 years
  • 18.08 %
  • 5 years
  • 14.59 %
  • 10 years
  • 13.55 %
  • Since inception (4/3/2000)
  • 4.42 %
Ask Us

Enter security code:
 Security code
 

We take your privacy seriously, and we will only use personal information that you supply to us in accordance with the terms of our privacy policy.