Franklin Focused Growth Fund (FFQZX)
Under normal market conditions, the fund invests predominantly in equity securities of companies that the investment manager believes offer compelling growth opportunities. The equity securities in which it invests are predominantly common stock. The fund may invest in companies of any size, including small and medium capitalization companies. In addition to it's main investments, the fund may invest a portion (up to 25%) of its net assets in foreign equity securities, including those located in emerging markets.
Fund Info
| ISIN | US3534965997 |
|---|---|
| Issuer | Franklin Templeton |
| Inception Date | Apr 12, 2016 |
| Category | Large Cap Growth Equities |
| Min. Investment | $0 |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
FFQZX has a high expense ratio of 0.85%, indicating higher-than-average management fees.
Share Price Chart
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Popular comparisons: FFQZX vs. BOTZ
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Franklin Focused Growth Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | N/A | 11.29% |
| 1 month | N/A | 4.87% |
| 6 months | N/A | 17.88% |
| 1 year | N/A | 29.16% |
| 5 years (annualized) | N/A | 13.20% |
| 10 years (annualized) | N/A | 10.97% |
Monthly Returns
The table below presents the monthly returns of FFQZX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 11.09% | -1.67% | 8.69% | -0.87% | 7.54% | 6.23% | 3.41% | -1.26% | -6.12% | -2.44% | 32.18% | ||
| 2022 | -14.60% | -2.95% | 2.74% | -16.60% | -2.37% | -7.90% | 13.90% | -6.68% | -10.83% | 2.16% | 6.90% | -8.67% | -39.63% |
| 2021 | -0.14% | 1.44% | -2.66% | 7.40% | -1.43% | 8.51% | 1.43% | 6.35% | -6.59% | 6.83% | -1.12% | -3.70% | 16.11% |
| 2020 | -5.61% | -7.82% | 14.33% | 8.48% | 6.51% | 8.57% | 8.69% | -3.05% | -1.71% | 9.00% | 4.26% | 46.86% |
Risk-Adjusted Performance
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Franklin Focused Growth Fund (FFQZX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Franklin Focused Growth Fund granted a 0.00% dividend yield in the last twelve months. The annual payout for that period amounted to $0.00 per share.
| Period | TTM | 2022 | 2021 | 2020 |
|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.18 | $0.21 |
Dividend yield | 0.00% | 0.00% | 0.55% | 0.75% |
Monthly Dividends
The table displays the monthly dividend distributions for Franklin Focused Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.18 | $0.18 |
| 2020 | $0.21 | $0.21 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the Franklin Focused Growth Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Franklin Focused Growth Fund was 47.30%, occurring on Oct 14, 2022. The portfolio has not yet recovered.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -47.3% | Nov 22, 2021 | 226 | Oct 14, 2022 | — | — | — |
| -27.77% | Feb 20, 2020 | 23 | Mar 23, 2020 | 47 | May 29, 2020 | 70 |
| -16.6% | Feb 17, 2021 | 14 | Mar 8, 2021 | 74 | Jun 22, 2021 | 88 |
| -10.2% | Sep 3, 2020 | 3 | Sep 8, 2020 | 24 | Oct 12, 2020 | 27 |
| -9.51% | Sep 7, 2021 | 20 | Oct 4, 2021 | 23 | Nov 4, 2021 | 43 |
Volatility
Volatility Chart
The current Franklin Focused Growth Fund volatility is 6.40%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.