Morningstar

Franklin Small-Mid Cap Growth Fund Class R FSMRX

Medalist Rating as of Aug 31, 2026 See Franklin Templeton Investment Hub

Strategy

The investment seeks long-term capital growth. The fund invests at least 80% of its net assets in the equity securities of small-capitalization and mid-capitalization companies. Small-cap companies are companies within the market capitalization range of companies in the Russell 2500™ Index and mid-cap companies are companies within the market capitalization range of companies in the Russell Midcap® Index, at the time of purchase. It, from time to time, may have significant positions in particular sectors such as information technology, consumer discretionary, healthcare and industrials.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
FSGAX	Franklin Small-Mid Cap Growth Fund Advisor Class	Institutional	Open			Dec 31, 1996	$412.27M	0.600%	Low	$100,000	−$44.46M
FRSGX	Franklin Small-Mid Cap Growth Fund Class A	Front Load	Open			Feb 14, 1992	$2.40B	0.850%	Low	$1,000	−$386.21M
FRSIX	Franklin Small-Mid Cap Growth Fund Class C	Level Load	Open			Oct 2, 1995	$36.82M	1.600%	Low	$1,000	−$11.20M
FMGGX	Franklin Small-Mid Cap Growth Fund Class R6	Retirement, Large	Open			May 1, 2013	$400.81M	0.510%	Low	$1M	−$62.76M
FSMRX	Franklin Small-Mid Cap Growth Fund Class R	Retirement, Medium	Open			Feb 14, 1992	$31.43M	1.100%	Low	$1,000	−$4.02M

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