Fiduciary Large Cap Growth & Income
One Franklin Parkway San Mateo CA 94403-1906
Map
Phone: 800-321-8563
| Category: | Large Blend | | Fund Family: | Franklin Templeton Investments | | Net Assets: | 75.87M | | Year-to-Date Return: | -10.49% | | Yield: | 0.84% | | Morningstar Rating: |  | | Fund Inception Date: | 11-Dec-98 |
|
S Mackintosh Pulsifer
Lead Manager since
08-Dec-98 | | | Pulsifer is vice president of Fiduciary and senior executive vice president of Fiduciary Trust. He joined Fiduciary Trust in 1988. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
|
| |
| The investment seeks long-term growth of principal and income. The fund normally invests at least 80% of net assets in investments of large capitalization companies. For this fund, large capitalization companies are companies with market capitalizations within the top 50% of companies in the Russell 1000 index or of more than $5 billion. It may invest up to 20% of net assets in equity securities of foreign companies that meet the above criteria. |
| Last Dividend
(13-Jun-08):
| 0.02 | | Last Cap Gain
(17-Dec-07):
| 0.59 | | Annual Holdings Turnover
| 42.00% | | Average for Category:
| 71.12% |
|
| Expense | FLCIX | Category
Avg | | Total Expense Ratio: | 1.03%
| 1.11% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.19% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$331 | $576 | | 5 Yr Expense Projection*: |
$574 | $875 | | 10 Yr Expense Projection*: |
$1,271 | $1,735 |
|
|
0.29% Nasdaq 0.00%
0.02 (0.34%) 
Profile
