The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Franklin U.S. Small Cap Equity I to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.
- NAV / 1-Day Return 12.67 / 0.39 %
- Total Assets 112.2 Mil
Adj. Expense Ratio
- Expense Ratio 1.000%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Small Blend
- Investment Style Small Blend
- Min. Initial Investment 1,000,000
- Status Open
- TTM Yield 0.61%
- Turnover 39%
Morningstar’s Analysis LMSIX
Will LMSIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.