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Morningstar

Franklin Small-Mid Cap Growth Adv FSGAX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 35.58  /  0.71 %
  • Total Assets 3.4 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.600%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 49%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis FSGAX

Will FSGAX 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 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.

Summary

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Franklin Small-Mid Cap Growth Adv's Average People Pillar and Process Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

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