Morningstar

Franklin Global Equity Fund IS SMYSX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 32.27  /  +0.69 %
  • Total Assets 687.5M
  • Adj. Expense Ratio
    0.830%
  • Expense Ratio 0.830%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Global Large-Stock Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1M
  • Status Open
  • TTM Yield 0.74%
  • Turnover 31%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:53 AM GMT+0

Morningstar’s Analysis SMYSX

Will SMYSX 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 SMYSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Franklin Global 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

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Portfolio Holdings SMYSX

More SMYSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

6.02 41M
Technology

Apple Inc

4.81 33M
Technology

Microsoft Corp

3.43 23M
Technology

Alphabet Inc Class A

2.47 17M
Communication Services

Amazon.com Inc

2.23 15M
Consumer Cyclical

Alphabet Inc Class C

2.05 14M
Communication Services

Micron Technology Inc

1.97 13M
Technology

Franklin Instl U.S. Govt Mny Mkt Fund

1.97 13M
Cash and Equivalents

Recruit Holdings Co Ltd

1.81 12M
Communication Services

Meta Platforms Inc Class A

1.49 10M
Communication Services

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