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Morningstar

Franklin Small Cap Growth R FSSRX

Morningstar Analyst Rating
Analyst rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 16.53  /  1.43 %
  • Total Assets 2.4 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio 1.280%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 31%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:11 PM GMT+00:00

Morningstar’s Analysis FSSRX

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

People Pillar

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

A veteran manager, stable team.

Analyst

Summary

| by Drew Carter

Franklin Small Cap Growth’s experienced leader and stable team supports a Morningstar Analyst Rating of Bronze for its cheaper share classes and Neutral for its pricier ones.

Unlock our full analysis with Morningstar Investor