LMUOX

Active

Franklin U.S. Large Cap Equity Fund

Category: US Equity (9,528 funds)

Expense Ratio
1.30%
Annual Cost per $10K
$130.00
30-Year Fee Drag per $10K
$23,369
at 7% annual return
Fund Type
Mutual Fund
Active

Asset Allocation

US Equity
98%
Cash
1%

Fee Comparison

LMUOX
1.30%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

23% more expensive than category average

Fee Impact Calculator

$
%
LMUOX at 1.30%$263,766
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$116,846
Cost vs index fund−$113,658

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CSJFXCohen & Steers Realty Shares0.80%
CSRIXCohen & Steers Institutional Realty Shares$1M min0.75%
CREFXCohen & Steers Real Estate Securities Fund0.75%
HAIAXHARTFORD CORE EQUITY FUND0.69%
JULAXMultimanager Lifestyle Aggressive Portfolio1.02%
LMPPXClearBridge Appreciation Fund1.24%
PASTXT. Rowe Price Science & Technology Fund, Inc.1.06%
JDPAXJanus Henderson Mid Cap Value Fund1.20%
JAIZXManaged Volatility Growth Portfolio0.77%
CGWRXColumbia Cornerstone Growth Fund0.97%
IAVGXVOYA GROWTH AND INCOME PORTFOLIO1.12%
SAMVXVirtus Ceredex Mid-Cap Value Equity Fund1.29%
JILBXMultimanager Lifestyle Balanced Portfolio0.96%
PARHXT. Rowe Price Retirement 2015 Fund0.75%
IEOPXVOYA LARGE CAP GROWTH PORTFOLIO0.92%
FRURXFranklin Utilities Fund1.06%
SUWAXDWS Core Equity Fund0.83%
AWEVXCIBC ATLAS DISCIPLINED EQUITY FUND1.12%
OAKLXOakmark Select Fund0.98%
AFDIXLarge Cap Equity Fund0.79%
ATHAXHeritage Fund1.25%
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CIPSXChamplain Small Company Fund1.24%
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AWMVXCIBC ATLAS MID CAP EQUITY FUND1.23%
VVSVXVenerable US Large Cap Strategic Equity Fund0.86%
JDURXPGIM Jennison Utility Fund1.11%
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BOSOXBoston Trust Walden Small Cap Fund1.00%
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