Franklin U.S. Opportunities Corporate Class

Investment Objective and Strategy

The fund aims to grow investors’ capital by investing substantially all its of assets in units of Franklin U.S. Opportunity Fund (the “underlying fund”). The underlying fund seeks capital appreciation by investing primarily in U.S. equities that demonstrate either accelerating growth, increasing profitability, above-average growth or above-average growth potential when compared to the overall economy. The underlying fund may invest up to 25% of total assets in other countries.

Flexible investment approach. The underlying fund seeks companies located in any industry, ranging from small, emerging companies with unique products to large, well-established companies that have stood the test of time.

Demonstrated drivers of growth. Each security on the underlying fund’s buy list must have a clear growth advantage, such as market opportunity, competitive positioning, strong management or financial strength and profitability, and demonstrate an appropriate trade-off between risk and potential return.


Grant Bowers

  • California, United States
  • Years with firm: 27
  • Years of experience: 27

Sara Araghi

  • California, United States
  • Years with firm: 17
  • Years of experience: 17