Morningstar

Franklin Small Cap Growth Fund Class A FSGRX

Morningstar Medalist Rating
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Medalist Rating as of See Franklin Templeton Investment Hub
  • NAV / 1-Day Return $23.98  /  −0.58 %
  • Fund Size $2.2B
  • Adjusted Expense Ratio 1.070%
  • Net Expense Ratio 1.070%
  • Fee Level: Distribution Low
  • Share Class Type Front Load
  • Morningstar Category Small Growth
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 48%
NAV and 1-Day Return as of

Morningstar’s Analysis FSGRX

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

  • People Pillar

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

Second new management team in a year.

Analyst Drew Carter

Drew Carter

Analyst

Summary

Franklin Small Cap Growth will see its second leadership change in less than a year in October 2026, creating additional uncertainty after longtime lead manager Michael McCarthy retired at year-end 2025. While the incoming managers show some promise, they have much to prove. This strategy includes mutual fund and separately managed account vehicles.

by Drew Carter
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Portfolio Holdings FSGRX

More FSGRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
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