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Franklin Growth Adv (FCGAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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140.99-0.10 (-0.07%)
At close: 08:01PM EDT

Franklin Growth Adv

San Mateo, CA 94403-1906

Fidelity Mt Vernon Street Trust

Franklin Custodian Funds

Management information
,Lead manager since 29 November 2008
Serena Perin Vinton is an SVP and portfolio manager with Franklin Equity Group. Ms. Perin Vinton joined Franklin Templeton Investments in 1991. She served as an analyst and portfolio manager in the international fixed-income group for four years, before joining the Franklin Equity Group in 1995. Ms. Perin Vinton previously worked as a research assistant for a British member of Parliament in London. Ms. Perin Vinton earned her B.A. in business economics from Brown University. She is a Chartered Financial Analyst (CFA) charterholder and a member of the CFA Institute.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryLarge Growth
Fund familyFranklin Templeton Investments
Net assets18.56B
YTD return10.26%
Morningstar rating★★★
Inception date31 Mar 1948

Fund operations

Last dividend0.52
Last cap gain74.00
Holdings turnover2.86%
Average for categoryN/A

Fees and expenses

ExpenseFCGAXCategory average
Annual report expense ratio (net)0.47%0.99%
Prospectus net expense ratio0.47%N/A
Prospectus gross expense ratio0.47%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.36%
Max deferred sales loadN/A1.33%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A