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CanadaThe Fund holds many leading U.S. companies that are well-positioned to benefit from powerful consumer and business trends including those driven by innovative technologies. These technology solutions will impact how people live their lives and how businesses grow.
We seek to invest in the best opportunities among fast-growing businesses regardless of sector or market capitalization size.
WHY THIS FUND?
A Focus On Growth Companies In The U.S
The fund focuses on larger U.S.-based companies that are positioning their businesses for growth. Companies include leaders in areas such as online retailing, digital commerce and healthcare.
A High Conviction, Diversified Approach
Each stock in the fund is selected using rigorous fundamental research. This diversified portfolio of 70-90 holdings has broad sector exposures emphasizing technology, healthcare and consumer segments.
A Focused & Experienced Investment Team
Located in Silicon Valley, our expert team is well situated to identify powerful secular growth trends. They have a finger on the pulse of companies at the forefront of innovation.
HIGH CONVICTION PORTFOLIO OF LEADING COMPANIES
Top 10 (%) as of August 31, 2020
| Company | Industry | % of Total |
|---|---|---|
| Amazon.com Inc. | Retailing | 9.49 |
| Microsoft Corp. | Software & Services | 6.35 |
| Mastercard Inc. | Software & Services | 4.64 |
| Apple Inc | Technology Hardware & Equipment | 4.07 |
| Visa Inc. | Software & Services | 3.54 |
| ServiceNow Inc. | Software & Services | 3.07 |
| Alphabet Inc. | Media & Entertainment | 2.62 |
| SBA Communications Corp | Real Estate | 2.44 |
| Costar Group Inc. | Comm. & Prof. Services | 2.41 |
| Adobe Inc. | Software & Services | 2.11 |
| Total Percentage of Portfolio | 40.72 |
INVESTMENT THEMES FOR THE NEXT DECADE
CLOUD COMPUTING SERVICES
Storing and accessing data and applications over the Internet instead of on local compute resources
DIGITAL PAYMENTS, E-COMMERCE
The buying and selling of products via electronic means such as the Internet
HEALTH CARE INNOVATION
A data-driven approach to meet the changing needs of an aging global population
DIVERSIFIED ACROSS MULTIPLE SECTORS
Sector Breakdown (%)
As of August 31, 2020
 |  |  |  |  |
|---|---|---|---|---|
| Information Technology | Health Care | Consumer Discretionary | Industrials | Financials |
| 40.3 | 17.1 | 13.2 | 9.2 | 5.4 |
 |  | |  |  |
| Comm. Services | Real Estate | Consumer Staples | Materials | Energy |
| 6.1 | 3.2 | 2.4 | 1.0 | 0.0 |
Cash & Cash Equivalents: 2.22%
STRATEGICALLY-LOCATED, FOCUSED, EXPERIENCED TEAM
As of August 31, 2020
IMPRESSIVE RESULTS—EVEN DURING THE RECENT DOWNTURN
Fund Performance (%) and Peer Group Rankings
Series F‡, as of September 30, 2020
| YTD^ | 1 Year^ | 3 Years | 5 Years | 10 Years | Since Incept.* | |
|---|---|---|---|---|---|---|
| Fund Performance | 32.38 | 41.05 | 23.59 | 16.70 | 16.25 | 5.19 |
| Morningstar US Equity Category | 4.35 | 10.62 | 10.74 | 10.82 | 13.52 | 4.00 |
| Percentile Rank** | 3rd | 4th | 6th | 11th | 17th | N/A |
- Quartile ranking:
- 1st Quartile
- 2nd Quartile
- 3rd Quartile
- 4th Quartile
‡ All data for Series F, Series F is available to investors participating in programs that do not require Franklin Templeton to incur distribution costs in the form of trailing commissions to dealers. Consequently, the management fee on Series F is lower than on Series A. ^Cumulative. *Inception November 24, 2000 (repositioned with a new investment team in 2016). **Source: Morningstar Research Inc. as of September 30, 2020.
Related Links
MANAGER INSIGHTS
Watch Portfolio Manager Grant Bowers explain how Franklin U.S. Opportunities Fund is well positioned for the current market and eventual recovery.
INVESTMENT EXCELLENCE, RECOGNIZED
MORNINGSTAR RATED FUND™
Series F
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© 2020 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. Morningstar percentile rankings measure risk-adjusted returns. The Morningstar ranking for funds is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product’s monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. Please refer to www.morningstar.ca for more details on the calculation of Morningstar Risk-Adjusted Ratings.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus or fund facts document before investing. The indicated rates of return are historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated. The portfolio manager for a Fund reserves the right to withhold release of information with respect to holdings that would otherwise be included in the top 10 holdings list. Fund AUM reported may include fund-on-fund holdings, and assets are therefore reflected in both the top fund and underlying fund AUM.
