Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.49% -0.10% 88.70M 82403.47
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
2.17% 78.00% -38.18M

Basic Info

Investment Strategy
The Fund seeks to provide long-term capital appreciation by quantitatively investing in U.S. equities. The Fund normally invests at least 80% of its net assets in equity securities of large capitalization companies which are within the largest 1000 U.S. public companies as ranked by market capitalization.
General
Security Type Exchange-Traded Fund
Equity Style Multi Cap Value
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Multi-Cap Value Funds
Global Macro Equity North America
US Macro Multi-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth & Income Funds
Fund Owner Firm Name Franklin Templeton
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Performance Versus Peer Group

 
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Peer Group Rtn. (NAV)
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2019
2020
2021
2022
2023
2024
2025
YTD
--
--
--
1.62%
8.74%
12.81%
8.74%
6.10%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.88%
0.68%
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9.29%
13.34%
16.26%
9.56%
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14.79%
6.48%
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8.07%
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2.48%
As of March 01, 2026.

Asset Allocation

As of January 31, 2026.
Type % Net
Cash -0.02%
Stock 99.38%
Bond 0.71%
Convertible 0.00%
Preferred 0.00%
Other -0.07%
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Basic Info

Investment Strategy
The Fund seeks to provide long-term capital appreciation by quantitatively investing in U.S. equities. The Fund normally invests at least 80% of its net assets in equity securities of large capitalization companies which are within the largest 1000 U.S. public companies as ranked by market capitalization.
General
Security Type Exchange-Traded Fund
Equity Style Multi Cap Value
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Multi-Cap Value Funds
Global Macro Equity North America
US Macro Multi-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth & Income Funds
Fund Owner Firm Name Franklin Templeton
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
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