Solid early returns under Franklin Small-Mid Cap Growth's relatively new leader haven't come without risks, leading to a Morningstar Analyst Rating of Neutral.
Will FSGAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of FSGAX’s parent organization’s priorities and whether they’re in line with investors’ interests.