WTFGRX

About WTFGRX

Wilmington Trust Franklin Growth Collective Investment Trust Fee Class R is a collective investment trust focused on U.S. large-cap growth equity. The fund is structured to seek long-term capital appreciation by investing primarily in leading companies that demonstrate strong, sustainable earnings and cash flow growth potential. Employing a fundamental, bottom-up investment approach, the fund’s team identifies industry leaders and emerging leaders with robust competitive positions and significant long-term market opportunities. This trust is sub-advised by Franklin Templeton, leveraging their renowned expertise in equity selection and portfolio management. Serving as a tailored investment vehicle for retirement plan advisors and institutional investors, the trust is designed to provide efficient access to growth-oriented U.S. equities, making it a key option within defined contribution and other retirement-focused investment programs. Notably, the portfolio’s top holdings often include influential technology and consumer companies, reflecting its emphasis on dynamic sectors driving market expansion. The trust aims to offer competitive returns through a diversified portfolio and disciplined management, supporting the growth objectives of retirement plan participants and institutional investors alike.