Morningstar

Franklin Small-Mid Cap Growth Fund Class R FSMRX

Morningstar Medalist Rating
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Medalist Rating as of See Franklin Templeton Investment Hub
  • NAV / 1-Day Return $31.35  /  +0.45 %
  • Fund Size $3.3B
  • Adjusted Expense Ratio 1.100%
  • Net Expense Ratio 1.090%
  • Fee Level: Distribution Low
  • Share Class Type Retirement, Medium
  • Morningstar Category Mid-Cap Growth
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 33%
NAV and 1-Day Return as of

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
Rated on Published on

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Portfolio Holdings FSMRX

More FSMRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.2
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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