Franklin U.S. Opportunities Fund

Investment Objective and Strategy

The 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 fund may invest up to 25% of total assets in other countries.

Flexible investment approach. The 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 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.

FUND MANAGERS

Grant Bowers

  • California, United States
  • Years with firm: 25
  • Years of experience: 25

Sara Araghi

  • California, United States
  • Years with firm: 15
  • Years of experience: 15