LMPEX Mutual Fund

LMPEX Mutual Fund (Franklin Global Equity Fund Class 1) is managed by Franklin Templeton Investments (US) with $1.7M in net assets. LMPEX expense ratio is 0.98%, holding 144 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2006-12-01.

LMPEX performance shows a YTD return of 13.49%. The 1-year return is 18.21% and the 5-year return is 14.04%. LMPEX dividend yield stands at 0.65%, paid annually.

LMPEX top holdings include Nvidia Corp (6.0%), Apple, Inc (4.8%), Microsoft Corp (3.4%), Alphabet Inc (2.5%), Amazon.Com Inc (2.2%). Go to all LMPEX holdings, LMPEX sectors, or LMPEX dividends.

LMPEX can be compared against other funds. Use LMPEX overlap to find shared positions, or LMPEX vs another fund for a side-by-side view. LMPEX alternatives are available via the screener, along with tax-loss harvesting opportunities.