Morningstar

Franklin Small-Mid Cap Growth Fund Class R FSMRX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 32.96  /  −0.75 %
  • Total Assets 3.6B
  • Adj. Expense Ratio
    1.090%
  • Expense Ratio 1.090%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 34%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:11 AM GMT+0

Morningstar’s Analysis FSMRX

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

  • People Pillar

    The People Pillar is our evaluation of the FSMRX 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 FSMRX’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 R holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings FSMRX

More FSMRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vertiv Holdings Co Class A

4.35 157M
Industrials

Howmet Aerospace Inc

3.59 130M
Industrials

Datadog Inc Class A

3.55 128M
Technology

Royal Caribbean Group

3.23 117M
Consumer Cyclical

Monolithic Power Systems Inc

3.22 117M
Technology

Comfort Systems USA Inc

3.11 113M
Industrials

Cloudflare Inc

2.67 97M
Technology

Targa Resources Corp

2.53 92M
Energy

Hilton Worldwide Holdings Inc

2.38 86M
Consumer Cyclical

Vistra Corp

2.23 81M
Utilities

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