Franklin Growth Fund (FKGRX)
The fund invests substantially in the equity securities of companies that are leaders in their industries. Although it normally invests substantially in the equity securities (principally common stocks) of U.S.-based large and medium market capitalization companies, the fund may invest in companies in new and emerging industries where growth is expected to be above average and may invest up to 25% of its assets in smaller companies.
Fund Info
US3534965088
353496508
Apr 1, 1948
$1,000
Large-Cap
Growth
Expense Ratio
FKGRX has an expense ratio of 0.79%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Franklin Growth Fund (FKGRX) returned 2.27% year-to-date (YTD) and -0.39% over the past 12 months. Over the past 10 years, FKGRX returned 5.98% annually, underperforming the S&P 500 benchmark at 10.89%.
FKGRX
2.27%
14.12%
-6.71%
-0.39%
4.57%
5.98%
^GSPC (Benchmark)
1.30%
12.79%
1.49%
12.35%
15.12%
10.89%
Monthly Returns
The table below presents the monthly returns of FKGRX, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.89% | -2.53% | -6.06% | 0.90% | 7.59% | 2.27% | |||||||
| 2024 | 2.10% | 6.07% | 2.33% | -4.09% | 3.64% | 3.99% | 0.56% | 2.07% | 1.08% | -1.45% | 4.44% | -10.94% | 8.93% |
| 2023 | 6.39% | -2.24% | 4.96% | -0.09% | 1.83% | 6.49% | 2.71% | -1.26% | -6.11% | -2.41% | 10.51% | -1.02% | 20.23% |
| 2022 | -9.40% | -3.26% | 2.70% | -11.61% | -0.94% | -6.87% | 10.98% | -5.03% | -9.43% | 7.13% | 5.56% | -14.29% | -32.09% |
| 2021 | -1.59% | 1.91% | 1.64% | 5.49% | -0.87% | 4.63% | 3.04% | 3.68% | -5.97% | 7.25% | -1.76% | -5.88% | 11.10% |
| 2020 | 1.79% | -7.77% | -10.70% | 13.28% | 6.83% | 2.34% | 7.11% | 7.49% | -3.19% | -2.20% | 10.52% | -3.43% | 20.82% |
| 2019 | 8.97% | 4.53% | 1.14% | 4.02% | -5.61% | 7.69% | 0.71% | -1.24% | 0.94% | 1.08% | 4.32% | -2.89% | 25.23% |
| 2018 | 6.54% | -2.44% | -1.97% | -0.08% | 2.88% | -0.18% | 3.74% | 3.44% | 1.47% | -8.99% | 2.54% | -9.99% | -4.38% |
| 2017 | 3.28% | 4.21% | 0.56% | 1.71% | 2.45% | 0.75% | 2.00% | 1.53% | 1.63% | 2.63% | 2.73% | -1.80% | 23.83% |
| 2016 | -6.22% | 0.76% | 6.04% | 0.33% | 1.60% | -0.83% | 4.70% | 0.28% | 0.65% | -2.75% | 3.12% | -2.24% | 4.94% |
| 2015 | -1.14% | 5.51% | -0.96% | -0.32% | 1.52% | -1.34% | 2.31% | -5.67% | -2.61% | 6.63% | 0.69% | -5.03% | -1.16% |
| 2014 | -1.86% | 4.53% | -0.28% | 0.25% | 2.63% | 1.72% | -1.49% | 3.80% | -1.19% | 3.21% | 3.49% | -0.58% | 14.87% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FKGRX is 18, meaning it’s performing worse than 82% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Franklin Growth Fund (FKGRX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Franklin Growth Fund provided a 0.04% dividend yield over the last twelve months, with an annual payout of $0.05 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.05 | $0.05 | $0.22 | $0.00 | $0.00 | $0.18 | $0.46 | $0.44 | $0.36 | $0.39 | $0.48 | $0.19 |
Dividend yield | 0.04% | 0.04% | 0.18% | 0.00% | 0.00% | 0.14% | 0.41% | 0.49% | 0.38% | 0.51% | 0.65% | 0.25% |
Monthly Dividends
The table displays the monthly dividend distributions for Franklin 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.05 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.22 | $0.22 |
| 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 | $0.00 | $0.00 |
| 2020 | $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 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.46 | $0.46 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.44 | $0.44 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.36 | $0.36 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.39 | $0.39 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.48 | $0.48 |
| 2014 | $0.19 | $0.19 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Franklin 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 Growth Fund was 59.01%, occurring on Oct 26, 1987. Recovery took 345 trading sessions.
The current Franklin Growth Fund drawdown is 18.21%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -59.01% | Sep 8, 1987 | 35 | Oct 26, 1987 | 345 | Feb 20, 1989 | 380 |
| -57.48% | Jul 5, 1990 | 71 | Oct 11, 1990 | 92 | Feb 18, 1991 | 163 |
| -54.51% | Sep 5, 1989 | 106 | Jan 30, 1990 | 84 | May 28, 1990 | 190 |
| -54.28% | Jul 7, 1986 | 61 | Sep 29, 1986 | 100 | Feb 16, 1987 | 161 |
| -53.28% | Feb 18, 1992 | 88 | Jun 18, 1992 | 1300 | Jun 12, 1997 | 1388 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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