Notable companies
The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), Alphabet (NASDAQ:GOOG), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), Unitedhealth Group (NYSE:UNH), Merck & Co (NYSE:MRK), Adobe (NASDAQ:ADBE).
Industry description
The investment seeks long-term capital appreciation.
Under normal circumstances, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, if any, in U.S. equity securities or other investments with similar economic characteristics of large capitalization companies. It has exposure to growth and value equities of large capitalization companies. The fund seeks to produce returns that exceed those of the Russell 1000 Index over a full market cycle (typically three to five years).
Market Cap
The average market capitalization across the Franklin U.S. Large Cap Equity IS MF is 2.16T. The market cap for tickers in the group ranges from 150.15B to 4.39T. NVDA holds the highest valuation in this group at 4.39T. The lowest valued company is ADBE at 150.15B.
Volume
The average weekly volume growth across all stocks in the Franklin U.S. Large Cap Equity IS MF was -8%. For the same stocks of the MF, the average monthly volume growth was 17% and the average quarterly volume growth was -41%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 48
P/E Growth Rating: 69
Price Growth Rating: 38
SMR Rating: 25
Profit Risk Rating: 44
Seasonality Score: -65 (-100 ... +100)