Franklin Small Cap Growth’s skilled and tenured manager is extending into the murkier private markets with mixed results. Its cheapest shares keep a Morningstar Analyst Rating of Bronze, while pricier shares remain at Neutral.
Will FCSGX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FCSGX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the FCSGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of FCSGX’s parent organization’s priorities and whether they’re in line with investors’ interests.