Morningstar

Franklin U.S. Small Cap Equity Fund IS LMBMX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 17.61  /  −0.56 %
  • Total Assets 148.2M
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.750%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1M
  • Status Open
  • TTM Yield 0.34%
  • Turnover 48%

USD | NAV as of Jul 14, 2026 | 1-Day Return as of Jul 14, 2026, 12:43 AM GMT+0

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
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings LMBMX

More LMBMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 13.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Bloom Energy Corp Class A

2.51 3M
Industrials

Credo Technology Group Holding Ltd

1.96 3M
Technology

Invesco Shrt-Trm Inv Treasury Instl

1.58 2M
Cash and Equivalents

Nextpower Inc Class A

1.46 2M
Technology

Rambus Inc

1.18 2M
Technology

Lumen Technologies Inc Ordinary Shares

1.08 2M
Communication Services

Sanmina Corp

1.03 1M
Technology

DigitalOcean Holdings Inc

0.94 1M
Technology

Fabrinet

0.94 1M
Technology

Powell Industries Inc

0.94 1M
Industrials

Sponsor Center