LMUPX Mutual Fund

LMUPX Mutual Fund

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Fund Essentials

Net Assets
-
Expense Ratio
1.05%
Dividend Yield (Current)
-
Holdings
122
Inception Date
Apr 30, 2008
Fund Family
Franklin Templeton Investments (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

Asset Allocation

Stocks: 98.75%
Cash: 1.25%
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

LMUPX Mutual Fund Overview

LMUPX Mutual Fund (Franklin US Large Cap Equity Fund Class A) is managed by Franklin Templeton Investments (US). LMUPX expense ratio is 1.05%, holding 122 positions across various sectors. Inception date: 2008-04-30.

LMUPX performance shows data across multiple time periods..

LMUPX top holdings include a diversified portfolio. Go to all LMUPX holdings, LMUPX sectors, or LMUPX dividends.

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