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.
- NAV / 1-Day Return 11.44 / 0.35 %
- Total Assets 111.7 Mil
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Adj. Expense Ratio
- 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.