LMPEX Mutual Fund
LMPEX Mutual Fund
Franklin Global Equity Fund Class 1

LMPEX Mutual Fund Overview
LMPEX Mutual Fund (Franklin Global Equity Fund Class 1) is managed by Franklin Templeton Investments (US) with $1.6M in net assets. LMPEX expense ratio is 0.98%, holding 129 positions across sectors including Information Technology, Unknown, Consumer Discretionary. Inception date: 2006-12-01.
LMPEX performance shows a YTD return of 9.48%. The 1-year return is 23.69% and the 5-year return is 13.50%. LMPEX dividend yield stands at 0.68%, paid annually.
LMPEX top holdings include Nvidia Corp. (6.1%), Apple, Inc (4.2%), Microsoft Corp (3.2%), Alphabet Inc. C (3.2%), Amazon.Com Inc (2.6%). View all LMPEX holdings, sector breakdown, or dividend history.
LMPEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LMPEX alternatives are available via the screener, along with tax-loss harvesting opportunities.