Morningstar

Franklin U.S. Small Cap Equity Fund IS LMBMX

Morningstar Medalist Rating
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Medalist Rating as of See Franklin Templeton Investment Hub
  • NAV / 1-Day Return $17.23  /  −0.35 %
  • Fund Size $148.0M
  • Adjusted Expense Ratio 0.750%
  • Net Expense Ratio 0.750%
  • Fee Level: Distribution Low
  • Share Class Type Institutional
  • Morningstar Category Small Blend
  • Equity Style Box (Funds) Small Blend
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 0.35%
  • Turnover Ratio 48%
NAV and 1-Day Return as of

Morningstar’s Analysis LMBMX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Franklin U.S. Small Cap Equity IS holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings LMBMX

More LMBMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 9.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Franklin Instl U.S. Govt Mny Mkt Fund

1.56 2M
Cash and Equivalents

10x Genomics Inc Ordinary Shares - Class A

1.49 2M
Healthcare

MaxLinear Inc

1.07 2M
Technology

Par Pacific Holdings Inc

0.91 1M
Energy

Moog Inc Class A

0.86 1M
Industrials

SSR Mining Inc

0.86 1M
Basic Materials

PagerDuty Inc

0.85 1M
Technology

Jackson Financial Inc

0.84 1M
Financial Services

Acadian Asset Management Inc

0.83 1M
Financial Services

Hut 8 Corp

0.82 1M
Financial Services

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