Skip to Content
Morningstar

Franklin Small-Mid Cap Growth C FRSIX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 15.90  /  −0.13 %
  • Total Assets 3.9 Bil
  • Adj. Expense Ratio
    1.650%
  • Expense Ratio 1.650%
  • Distribution Fee Level Low
  • Share Class Type Level Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield —
  • Turnover 28%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 11:49 PM GMT+0

Morningstar’s Analysis FRSIX

Will FRSIX outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FRSIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FRSIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FRSIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Franklin Small-Mid Cap Growth C's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FRSIX

More FRSIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Franklin IFT Money Market

2.86 119.8 Mil
Cash and Equivalents

DexCom Inc

2.31 97.0 Mil
Healthcare

Trane Technologies PLC Class A

2.23 93.7 Mil
Industrials

CrowdStrike Holdings Inc Class A

2.12 88.8 Mil
Technology

Ares Management Corp Ordinary Shares - Class A

1.94 81.2 Mil
Financial Services

Gartner Inc

1.88 78.9 Mil
Technology

Agilent Technologies Inc

1.88 78.9 Mil
Healthcare

Fastenal Co

1.79 75.3 Mil
Industrials

Paychex Inc

1.77 74.3 Mil
Industrials

Axon Enterprise Inc

1.72 72.2 Mil
Industrials