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Franklin U.S. Small Cap Equity I LMSIX

Quantitative rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 12.67  /  0.39 %
  • Total Assets 112.2 Mil
  • Adj. Expense Ratio
    0.900%
  • 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.

Summary

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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.

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