Franklin Growth Opportunities Fund

Franklin Strategic Series · 5 share classes

Actively managed U.S. equity fund
One fund, 5 share classes:FGRAXFKACXFRAAXFKARXFOPPX
$4.48B NAV
91 positions · as of 2026-04-30 · filed 2026-06-24

Fund classification

Classified from what the fund holds · as of 2026 Q2

Franklin Growth Opportunities Fund is an actively managed U.S. equity fund. 37% of FGRAX’s stock holdings are in companies whose revenue grew in the top quartile of U.S. companies over the last five fiscal years (covering 88% of the fund’s equity).

Asset class
Equity
Region
United States
Management
Actively managed
Fund type
Open-end fund

Fund profile

As filed in the prospectus · 2025 Q3

Capital appreciation.

Strategy · summarised

The fund uses fundamental bottom-up research to select equity securities of companies with accelerating growth, increasing profitability, or above-average growth potential relative to the broader economy, with a focus on sustainable earnings and cash flow growth and attractive valuation. Holdings typically include a mix of large-cap and smaller or midsize companies, with potential concentration in sectors such as information technology, healthcare, and consumer discretionary. The fund may also make private investments in non-publicly traded companies through private placements. Because the fund's returns depend on the manager's selection of individual securities, performance will diverge from the overall market.

Expenses
0.57% 1.64%across 5 share classes
Share classExpense ratio
FGRAX0.89%
FKACX1.64%
FRAAX0.64%
FKARX1.14%
FOPPX0.57%

Portfolio turnover 27.59% · as of 2025 Q3

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

101.50%
of net assets
Stocks99.01%
Cash & short-term2.48%

Sector allocation

The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2

100%
of net assets
Information Technology42.8%
Communication Services13.0%
Industrials8.9%
Consumer Discretionary8.6%
8 smaller26.7%

Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).

Portfolio growth profile

How much of the fund’s stock holdings are in fast-growing companies · as of 2026 Q2

Revenue growth
37%of stock holdings in top-quartile growers
covering 88% of the fund’s equity
Earnings growth
47%of stock holdings in top-quartile growers
covering 80% of the fund’s equity

Share of the fund’s equity (by value) in companies whose trailing five-year revenue — or net-income — growth ranks in the top 25% of U.S. public companies. Foreign and newly-listed holdings are excluded, so the figure covers only part of the book. From SEC filings — not investment advice. How we measure this.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 15 new14 exited

Largest new: LRCX, ETR, MU, NET, CIEN, COHR, nVent Electric plc, DELL

Largest exited: ARES, FICO, WING, HOOD, BSX, VRSK, Spotify Technology SA, Franklin Institutional U.S. Government Money Market Fund

Return profile

Chart:

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

Share class1-year3-year5-yearVolWorst fall
+20.74%+73.84%+37.81%17.20%-13.09%
+19.82%+69.95%+32.72%17.22%-13.22%
+21.03%+75.09%+39.54%17.22%-13.06%
+20.42%+72.52%+36.07%17.19%-13.13%
+21.11%+75.51%+40.09%17.22%-13.05%

These classes hold the same portfolio, so the 7.36pp spread over 5 years is the cost difference between them — roughly 1.47pp a year — not a difference in what they own.

Cumulative return· May 2023 – Apr 2026

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
NVIDIA Corp.NVDA9.55%$428.04M
Alphabet, Inc.GOOG7.37%$330.30M
Apple, Inc.AAPL7.20%$322.52M
Amazon.com, Inc.AMZN5.17%$231.61M
Broadcom, Inc.AVGO4.75%$213.06M
Microsoft Corp.MSFT4.49%$201.34M
Meta Platforms, Inc.META3.77%$169.15M
Franklin Institutional U.S. Government Money Market FundINFXX2.48%$111.41M
Amphenol Corp.APH2.43%$109.05M
Eli Lilly & Co.LLY2.25%$100.67M
Showing 10 of 91Sign in to see more

Reported price is the fund's own reported value divided by its own reported shares at 2026-04-30 — not a live quote, and not what the fund paid.

Top 10 positions are 49.46% of net assets, top 25 72.13%, across 82 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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