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Morningstar

Franklin Small Cap Growth C FCSGX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 14.29  /  −0.21 %
  • Total Assets 2.8 Bil
  • Adj. Expense Ratio
    1.850%
  • Expense Ratio 1.850%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield —
  • Turnover 17%

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

Morningstar’s Analysis FCSGX

Will FCSGX 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 FCSGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    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.

  • Parent Pillar

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

Proven management leads this small-growth strategy with a contrarian bent.

Analyst Drew Carter

Drew Carter

Analyst

Summary

Franklin Small Cap Growth’s proven leadership team makes this a decent choice for small-growth investors.

by Drew Carter
Rated on Published on

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Portfolio Holdings FCSGX

More FCSGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Franklin IFT Money Market

3.87 114.7 Mil
Cash and Equivalents

BWX Technologies Inc

2.63 77.9 Mil
Industrials

Onto Innovation Inc

2.33 69.0 Mil
Technology

Wingstop Inc

2.29 67.8 Mil
Consumer Cyclical

BellRing Brands Inc Class A

2.15 63.6 Mil
Consumer Defensive

Arcosa Inc

1.99 58.8 Mil
Industrials

Vontier Corp Ordinary Shares

1.86 55.1 Mil
Technology

Red Rock Resorts Inc Class A

1.85 54.7 Mil
Consumer Cyclical

Monday.Com Ltd Ordinary Shares

1.83 54.3 Mil
Technology

Integer Holdings Corp

1.71 50.7 Mil
Healthcare