Franklin Small-Mid Cap Growth Fund Class A (FRSGX)
| Fund Assets | 3.85B |
| Expense Ratio | 0.86% |
| Min. Investment | $1,000 |
| Turnover | n/a |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 40.21 |
| YTD Return | 3.43% |
| 1-Year Return | 12.83% |
| 5-Year Return | 76.73% |
| 52-Week Low | 31.48 |
| 52-Week High | 42.41 |
| Beta (5Y) | 1.13 |
| Holdings | 96 |
| Inception Date | Feb 14, 1992 |
About FRSGX
The fund invests at least 80% of its net assets in the equity securities of small-capitalization and mid-capitalization companies. Small-cap companies are companies within the market capitalization range of companies in the Russell 2500™ Index and mid-cap companies are companies within the market capitalization range of companies in the Russell Midcap® Index, at the time of purchase. It, from time to time, may have significant positions in particular sectors such as information technology, consumer discretionary, healthcare and industrials.
Performance
FRSGX had a total return of 12.83% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.07%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
Top 10 Holdings
24.05% of assets| Name | Symbol | Weight |
|---|---|---|
| Axon Enterprise, Inc. | AXON | 3.19% |
| Roblox Corporation | RBLX | 3.13% |
| Verisk Analytics, Inc. | VRSK | 2.62% |
| Ares Management Corporation | ARES | 2.57% |
| DoorDash, Inc. | DASH | 2.48% |
| Cloudflare, Inc. | NET | 2.08% |
| DexCom, Inc. | DXCM | 2.06% |
| Datadog, Inc. | DDOG | 2.02% |
| HubSpot, Inc. | HUBS | 1.97% |
| Veeva Systems Inc. | VEEV | 1.93% |