LMPEX Mutual Fund

LMPEX Mutual Fund (Franklin Global Equity Fund Class 1) is managed by Franklin Templeton Investments (US) with $1.6M in net assets. LMPEX expense ratio is 0.98%, holding 152 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2006-12-01.

LMPEX performance shows a YTD return of 11.54%. The 1-year return is 14.51% and the 5-year return is 13.26%. LMPEX dividend yield stands at 0.66%, paid annually.

LMPEX top holdings include Nvidia Corp (6.2%), Apple Inc (5.1%), Microsoft Corp (3.5%), Alphabet Inc (2.5%), Ift - Money Market Port (2.4%). Go to all LMPEX holdings, LMPEX sectors, or LMPEX dividends.

LMPEX can be compared against other funds. Use LMPEX overlap to find shared positions, or LMPEX vs another fund for a side-by-side view. LMPEX alternatives are available via the screener, along with tax-loss harvesting opportunities.