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

Equity fund

1 year

Region

USA

Largest region

High

Risk

Cost

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

    05 Jun 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

Costs

  • Ongoing costs

    Includes management fees of 1,50 %

  • Platform fee
  • Kickback fee
  • Annual running costs
  • Performance-based fee
  • Any transaction costs to the manager are not included in the cost overview. These are stated under cost details on the summary page before you purchase the fund. Costs for any currency exchanges are not included.

Allocation

  • Stocks 98%
    Interest 2%

Portfolio

Shows the fund's largest investments.

  • Meta Platforms Inc Class A
    6.3%
  • Amazon.com Inc
    6.0%
  • NVIDIA Corp
    5.7%
  • Apple Inc
    5.3%
  • Microsoft Corp
    4.9%
  • Mastercard Inc Class A
    3.7%
  • Eli Lilly and Co
    3.5%
  • Netflix Inc
    3.0%
  • Axon Enterprise Inc
    2.8%
  • Alphabet Inc Class A
    2.5%