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Franklin U.S. Small Cap Equity FI LGSCX

Quantitative rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 11.44  /  0.35 %
  • Total Assets 111.7 Mil
  • Adj. Expense Ratio
    1.200%
  • Expense Ratio 1.300%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.25%
  • Turnover 39%

Morningstar’s Analysis LGSCX

Will LGSCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Franklin U.S. Small Cap Equity FI to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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