LMUPX Mutual Fund

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%

Top Holdings

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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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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. View all LMUPX holdings, sector breakdown, or dividend history.

LMUPX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LMUPX alternatives are available via the screener, along with tax-loss harvesting opportunities.