LMBAX – Franklin U.S. Small Cap Equity A Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. The fund normally invests at least 80% of net assets, plus any borrowings for investment purposes, in equity securities of companies with small market capitalizations domiciled, or having their principal activities, in the United States, at the time of investment or other investments with similar economic characteristics. It may also invest in securities of foreign companies in the form of American Depositary Receipts ("ADRs").

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
LGSCX	Franklin U.S. Small Cap Equity Fund FI	No Load	Open			Jan 9, 2003	$13,233.00	1.300%	Above Average	$0	$2.11
LMSIX	Franklin U.S. Small Cap Equity Fund I	Institutional	Open			Mar 13, 2000	$27.87M	1.000%	Above Average	$1M	$12.57M
LMBMX	Franklin U.S. Small Cap Equity Fund IS	Institutional	Open			Mar 23, 2012	$5.17M	0.750%	Low	$1M	−$28.91M
LMBAX	Franklin U.S. Small Cap Equity Fund A	Front Load	Open			Feb 5, 2009	$114.01M	1.300%	Above Average	$1,000	$14.89M
LMBCX	Franklin U.S. Small Cap Equity Fund C	Level Load	Open			Feb 5, 2009	$1.68M	2.050%	Above Average	$1,000	$426,203.36

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