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Franklin Small-Mid Cap Growth A FRSGX

Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 29.99  /  2.41 %
  • Total Assets 3.6 Bil
  • Adj. Expense Ratio
    0.900%
  • Expense Ratio 0.900%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield
  • Turnover 28%

Morningstar’s Analysis FRSGX

Will FRSGX outperform in future?

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

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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Portfolio Holdings FRSGX

  • Current Portfolio Date
  • Equity Holdings 108
  • Bond Holdings 1
  • Other Holdings 10
  • % Assets in Top 10 Holdings 17.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Franklin IFT Money Market

4.92
194,550,325
Cash and Equivalents
1.90
75,134,340
Technology
1.87
73,858,599
Healthcare
1.84
72,935,711
Industrials
1.80
71,167,852
Industrials
1.71
67,529,752
Consumer Cyclical
1.70
67,233,276
Healthcare
1.70
67,169,730
Technology
1.69
66,812,772
Technology