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Morningstar

Franklin Small-Mid Cap Growth A FRSGX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 35.13  /  −0.90 %
  • Total Assets 4.0 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%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 10:17 PM GMT+0

Morningstar’s Analysis FRSGX

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

  • People Pillar

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

Franklin Small-Mid Cap Growth A's Average Process Pillar and People 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.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FRSGX

More FRSGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Franklin IFT Money Market

3.50 145.0 Mil
Cash and Equivalents

CrowdStrike Holdings Inc Class A

2.29 95.1 Mil
Technology

Trane Technologies PLC Class A

2.12 88.0 Mil
Industrials

Ares Management Corp Ordinary Shares - Class A

1.95 81.0 Mil
Financial Services

DexCom Inc

1.94 80.4 Mil
Healthcare

Gartner Inc

1.86 77.1 Mil
Technology

Agilent Technologies Inc

1.80 74.5 Mil
Healthcare

Paychex Inc

1.79 74.2 Mil
Industrials

Fastenal Co

1.72 71.2 Mil
Industrials

Axon Enterprise Inc

1.71 70.9 Mil
Industrials