Nasdaq - Delayed Quote USD

Franklin U.S. Core Equity Advisor (FCEUX)

17.02
-0.26
(-1.50%)
At close: 8:01:07 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.93%
5y Average Return 16.85%
Number of Years Up 4
Number of Years Down 1
Best 1Y Total Return (May 20, 2025) 31.40%
Worst 1Y Total Return (May 20, 2025) --
Best 3Y Total Return 31.40%
Worst 3Y Total Return 8.83%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FCEUX
Category
YTD
-5.43%
5.31%
1-Month
-0.78%
-4.19%
3-Month
-7.89%
3.90%
1-Year
14.44%
20.31%
3-Year
12.49%
6.48%
5-Year
15.93%
11.78%
10-Year
0.00%
10.96%
Last Bull Market
24.16%
25.56%
Last Bear Market
-14.56%
-15.11%

Annual Total Return (%) History

Year
FCEUX
Category
2025
--
--
2024
31.40%
--
2023
22.30%
22.32%
2022
-17.46%
-16.96%
2021
31.07%
26.07%
2020
19.14%
15.83%
2019
--
28.78%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -4.69% -- -- --
2024 14.25% 4.95% 5.02% 4.36%
2023 6.72% 6.60% -2.73% 10.52%
2022 -5.04% -14.56% -4.63% 6.68%
2021 7.02% 9.50% 0.89% 10.86%
2020 -17.33% 21.83% 6.89% 10.67%
2019 7.52% -- -- --

Rank in Category (By Total Return)

Load Adjusted Returns

1-Year 14.44%
3-Year 12.49%
5-Year 15.93%
10-Year --

Performance & Risk

YTD Return 0.93%
5y Average Return 16.85%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.98
Morningstar Risk Rating --

Fund Overview

Category Large Blend
Fund Family Franklin Templeton Investments
Net Assets 1.02B
YTD Return -5.43%
Yield 1.36%
Morningstar Rating --
Inception Date Aug 01, 2019

Fund Summary

Under normal market conditions, the fund invests at least 80% of its net assets in U.S. equity securities. It may invest in equity securities of any capitalization and primarily invests in common stock. The fund's investable universe typically includes equity securities of companies in the Russell 1000 Index.

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