Franklin U.S. Opportunities Fund A(acc)USD

Equity fund

1 year

Globe

USA

Largest region

High

Risk

Annual costs

Morningstar

 

Partial 

Sustainability

Development

Last 5 years
( ann.)

Description

  • Fondet vil primært investere i aksjer med verdirelaterte aksjer utstedt av amerikanske utstedere og med et sterkt vekstpotensial innenfor et bredt spekter av bransjer.

Investment horizon

  • Franklin U.S. Opportunities Fund A(acc)USD is a Equity fund. This mutual fund type is suitable for those who plan to save for at least 6 years.

Characteristics

  • Minimum amount
  • Sharpe 3 years
  • Price/NAV

    09 Sept 2025

  • Start date
    02 Apr 2000
  • ISIN
    LU0109391861

Risk

  • High (5 of 7)

Morningstar rating

  • The Morningstar Rating is an objective standard that tells us how well a fund has done compared to similar funds. If a fund performs better than other funds it is compared with, it receives a high rating. Correspondingly, a fund receives a low rating if it performs worse than similar funds.

Sustainability

Annual cost

  • Ongoing costs

    Includes management fees of 1,50 %

  • Platform fee
  • Kickback fee
  • Annual running costs

Other costs

  • Performance-based fee
  • Transaction costs
  • Costs for any currency exchanges are not included.

Allocation

  • Stocks 98%
    Interest 2%

Portfolio

Shows the fund's largest investments.

  • NVIDIA Corp
    9.0%
  • Meta Platforms Inc Class A
    7.0%
  • Microsoft Corp
    6.8%
  • Broadcom Inc
    5.0%
  • Apple Inc
    4.6%
  • Amazon.com Inc
    4.5%
  • Mastercard Inc Class A
    3.4%
  • Netflix Inc
    2.9%
  • Alphabet Inc Class A
    2.8%
  • Axon Enterprise Inc
    2.7%