Franklin Small-Mid Cap Growth Fund Class C FRSIX

Morningstar Medalist Rating
  • NAV / 1-Day Return$14.49  /  −0.89%
  • Fund Size$3.1B
  • Adjusted Expense Ratio1.600%
  • Net Expense Ratio1.590%
  • Fee Level: DistributionLow
  • Share Class TypeLevel Load
  • Morningstar CategoryMid-Cap Growth
  • Equity Style Box (Funds)Mid Growth
  • Minimum Initial Investment$1,000
  • Investment StatusOpen
  • TTM Yield0.00%
  • Turnover Ratio33%

Morningstar’s Analysis FRSIX

Will FRSIX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Franklin Small-Mid Cap Growth C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

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Portfolio Holdings FRSIX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings30.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cloudflare Inc

4.67157M
Technology

Snowflake Inc Ordinary Shares

3.98134M
Technology

Datadog Inc Class A

3.76127M
Technology

Comfort Systems USA Inc

3.03102M
Industrials

Lumentum Holdings Inc

2.7894M
Technology

Targa Resources Corp

2.6890M
Energy

DexCom Inc

2.4984M
Healthcare

Cencora Inc

2.4583M
Healthcare

Natera Inc

2.2877M
Healthcare

Vistra Corp

2.1372M
Utilities

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