Franklin Small Cap Growth Fund Class C (FCSGX)
Fund Assets | 2.38B |
Expense Ratio | 1.83% |
Min. Investment | $1,000 |
Turnover | 15.99% |
Dividend (ttm) | n/a |
Dividend Yield | n/a |
Dividend Growth | n/a |
Payout Frequency | n/a |
Ex-Dividend Date | n/a |
Previous Close | 15.20 |
YTD Return | -3.29% |
1-Year Return | 2.48% |
5-Year Return | 115.38% |
52-Week Low | 12.06 |
52-Week High | 17.17 |
Beta (5Y) | n/a |
Holdings | 116 |
Inception Date | May 1, 2000 |
About FCSGX
Franklin Small Cap Growth Fund Class C is a mutual fund specializing in small-cap U.S. equities. Its primary objective is long-term capital growth, achieved by investing at least 80% of its net assets in the common stocks of companies with market capitalizations below $1.5 billion or those within the upper threshold of the Russell 2000 Index at the time of purchase. The fund is actively managed and seeks to identify high-potential, fast-growing companies usually positioned in emerging industries or in their early growth stages. This approach can lead to higher volatility, reflecting the inherent risk and opportunity associated with small-cap growth investing. The fund typically maintains a broad portfolio, with recent holdings spanning sectors such as technology, consumer goods, industrials, and healthcare. With assets totaling around $2.5 billion, Franklin Small Cap Growth Fund Class C serves investors seeking exposure to dynamic, innovative segments of the U.S. equity market, and plays a role in portfolio diversification by targeting companies that are often overlooked by large-cap funds.
Performance
FCSGX had a total return of 2.48% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.88%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
Symbol | Provider | Name | Expense Ratio |
---|---|---|---|
FECGX | Fidelity | Fidelity Small Cap Growth Index Fund | 0.05% |
FCIGX | Fidelity | Fidelity Advisor Small Cap Growth Fund - Class I | 1.07% |
FCPGX | Fidelity | Fidelity Small Cap Growth Fund | 1.05% |
FCTGX | Fidelity | Fidelity Advisor Small Cap Growth M | 1.58% |
FCCGX | Fidelity | Fidelity Small Cap Growth Fund | 2.08% |
Top 10 Holdings
21.53% of assetsName | Symbol | Weight |
---|---|---|
BWX Technologies, Inc. | BWXT | 3.03% |
Arcosa, Inc. | ACA | 2.43% |
Kratos Defense & Security Solutions, Inc. | KTOS | 2.30% |
BellRing Brands, Inc. | BRBR | 2.08% |
Institutional Fiduciary Trust - Money Market Portfolio | INFXX | 2.03% |
Paymentus Holdings, Inc. | PAY | 2.00% |
Granite Construction Incorporated | GVA | 1.97% |
Vontier Corporation | VNT | 1.93% |
AAR Corp. | AIR | 1.89% |
The New York Times Company | NYT | 1.88% |