Franklin Innovation Fund (0P0001LM3F.TO)
Toronto - Toronto Delayed Price. Currency in CAD
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Franklin Innovation Fund
Suite 900
5000 Yonge Street
800 387 0830
Management Information
Matthew J. Moberg,Lead Manager since January 21, 2021
Moberg is a Vice President, Portfolio Manager and Research Analyst of Franklin Advisers, Inc. He provides research and advice on the purchases and sales of individual securities, and portfolio risk assessment. He joined Franklin Templeton Investments in 1998.
Moberg holds the Certified Public Accountant designation.
Mr. Moberg earned his B.A. in history from Washington and Lee University and an M.B.A. with distinction from the University of Michigan.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryN/A
Fund FamilyFRANKLIN TEMPLETON INVESTMENTS CORP.
Net Assets28.06M
YTD Return-16.01%
Yield1.17%
Morningstar RatingN/A1
Inception DateJan 21, 2021
Fund Operations
Last Dividend0.14
Last Cap GainN/A
Holdings Turnover31.62%
Average for CategoryN/A
Fees & Expenses
Expense0P0001LM3F.TOCategory Average
Annual Report Expense Ratio (net)0.00%N/A
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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