Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.55% 0.00% 70.51M 12934.10
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.00% -- -- Upgrade

Basic Info

Investment Strategy
The investment seeks capital appreciation. The fund invests predominantly in equity securities of companies that the investment manager believes offer compelling growth opportunities. In selecting securities, the investment manager considers many factors, including historical and potential growth in revenues and earnings, assessment of strength and quality of management, and determination of a company’s strategic positioning in its industry. The equity securities in which it invests are predominantly common stock. The fund is non-diversified.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Growth
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Large Growth
Category Index Russell 1000 Growth TR USD
Global Category Name US Equity Large Cap Growth
YCharts Categorization US Large Cap Growth
YCharts Benchmark Russell 1000 Growth Total Return (^RLGTR)
Prospectus Objective Growth
Fund Owner Firm Name Franklin Templeton Investments
Prospectus Benchmark Index
Russell 1000 Growth TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Matthew Moberg 7.98 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
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Category Rtn. (NAV)
--
--
--
--
--
--
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% Rank in Cat (NAV)
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As of April 26, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
--
--
--
--
--
--
--
13.51%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
7.38%
24.41%
-4.60%
29.98%
19.29%
26.34%
-16.13%
22.48%
10.43%
--
--
--
--
14.97%
-38.42%
48.87%
9.26%
--
--
--
--
--
-26.92%
31.26%
14.12%
--
--
--
--
--
-31.53%
45.19%
9.59%
As of April 26, 2024.

Asset Allocation

As of April 24, 2024.
Type % Net % Long % Short
Cash 0.33% Upgrade Upgrade
Stock 99.69% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other -0.02% Upgrade Upgrade

Basic Info

Investment Strategy
The investment seeks capital appreciation. The fund invests predominantly in equity securities of companies that the investment manager believes offer compelling growth opportunities. In selecting securities, the investment manager considers many factors, including historical and potential growth in revenues and earnings, assessment of strength and quality of management, and determination of a company’s strategic positioning in its industry. The equity securities in which it invests are predominantly common stock. The fund is non-diversified.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Growth
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Large Growth
Category Index Russell 1000 Growth TR USD
Global Category Name US Equity Large Cap Growth
YCharts Categorization US Large Cap Growth
YCharts Benchmark Russell 1000 Growth Total Return (^RLGTR)
Prospectus Objective Growth
Fund Owner Firm Name Franklin Templeton Investments
Prospectus Benchmark Index
Russell 1000 Growth TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Matthew Moberg 7.98 yrs

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