LMTIX Mutual Fund

LMTIX Mutual Fund (Franklin US Large Cap Equity Fund Class I) is managed by Franklin Templeton Investments (US) with $2.6M in net assets. LMTIX expense ratio is 0.80%, holding 122 positions across sectors including Information Technology, Consumer Discretionary, Health Care. Inception date: 2015-05-01.

LMTIX performance shows a YTD return of 11.22%. The 1-year return is 24.04% and the 5-year return is 13.34%. LMTIX dividend yield stands at 2.39%, paid annually.

LMTIX top holdings include Nvidia Corp. (7.1%), Apple, Inc (6.6%), Microsoft Corp (4.6%), Alphabet Inc. C (3.1%), Amazon.Com Inc (2.7%). Go to all LMTIX holdings, LMTIX sectors, or LMTIX dividends.

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