Morningstar

Franklin Small-Mid Cap Growth Fund Advisor Class FSGAX

Morningstar Medalist Rating
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Medalist Rating as of See Franklin Templeton Investment Hub
  • NAV / 1-Day Return $46.38  /  +0.43 %
  • Fund Size $3.3B
  • Adjusted Expense Ratio 0.600%
  • Net Expense Ratio 0.590%
  • Fee Level: Distribution Low
  • Share Class Type Institutional
  • Morningstar Category Mid-Cap Growth
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $100,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 33%
NAV and 1-Day Return as of

Morningstar’s Analysis FSGAX

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

  • People Pillar

    The People Pillar is our evaluation of the FSGAX 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 FSGAX’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 Adv 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
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Portfolio Holdings FSGAX

More FSGAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cloudflare Inc

4.67 157M
Technology

Snowflake Inc Ordinary Shares

3.98 134M
Technology

Datadog Inc Class A

3.76 127M
Technology

Comfort Systems USA Inc

3.03 102M
Industrials

Lumentum Holdings Inc

2.78 94M
Technology

Targa Resources Corp

2.68 90M
Energy

DexCom Inc

2.49 84M
Healthcare

Cencora Inc

2.45 83M
Healthcare

Natera Inc

2.28 77M
Healthcare

Vistra Corp

2.13 72M
Utilities

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