Morningstar

Franklin Small-Mid Cap Growth Fund Class R6 FMGGX

Morningstar Medalist Rating
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Medalist Rating as of See Franklin Templeton Investment Hub
  • NAV / 1-Day Return$45.95  /  −0.84%
  • Fund Size$3.1B
  • Adjusted Expense Ratio0.510%
  • Net Expense Ratio0.500%
  • Fee Level: DistributionLow
  • Share Class TypeRetirement, Large
  • Morningstar CategoryMid-Cap Growth
  • Equity Style Box (Funds)Mid Growth
  • Minimum Initial Investment$1M
  • Investment StatusOpen
  • TTM Yield0.00%
  • Turnover Ratio33%
NAV and 1-Day Return as of

Morningstar’s Analysis FMGGX

Will FMGGX outperform in the 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 FMGGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FMGGX 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 FMGGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Franklin Small-Mid Cap Growth R6 holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings FMGGX

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

DexCom Inc

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Vistra Corp

2.1372M
Utilities

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