Franklin Small-Mid Cap Growth Fund Advisor Class (FSGAX)

Fund Assets	3.81B
Expense Ratio	0.61%
Min. Investment	$1,000
Turnover	n/a
Dividend (ttm)	0.00
Dividend Yield	0.01%
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	n/a

Previous Close	48.07
YTD Return	2.15%
1-Year Return	11.59%
5-Year Return	44.18%
52-Week Low	37.45
52-Week High	50.41
Beta (5Y)	1.09
Holdings	96
Inception Date	Jan 2, 1997

About FSGAX

The Fund's investment strategy focuses on Small-Cap with 0.62% total expense ratio. The minimum amount to invest in Franklin Strategic Series: Franklin Small-Mid Cap Growth Fund; Advisor Class is $1,000 on a standard taxable account. Franklin Strategic Series: Franklin Small-Mid Cap Growth Fund; Advisor Class seeks long-term growth of capital. FSGAX invests at least 80% of its net assets in the equity securities of small capitalization and in the equity securities of mid-capitalization companies.

• Fund Family: FrankTemp/Frank Adv
• Category: Mid-Cap Growth
• Stock Exchange: NASDAQ
• Ticker Symbol: FSGAX
• Share Class: Advisor Class
• Index: Russell MidCap Growth TR

Performance

FSGAX had a total return of 11.59% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.13%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
VMGRX	Vanguard	Vanguard Mid-Cap Growth Fund Investor Shares	0.33%
FMDGX	Fidelity	Fidelity Mid Cap Growth Index Fund	0.05%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
FMGGX	Class R6	0.50%
FRSGX	Class A	0.86%
FSMRX	Class R	1.11%
FRSIX	Class C	1.61%

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%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 20, 2024	$0.0036	Dec 20, 2024
Dec 15, 2022	$1.877	Dec 15, 2022
Dec 15, 2021	$6.9199	Dec 15, 2021
Dec 15, 2020	$0.3626	Dec 15, 2020
Dec 16, 2019	$6.1892	Dec 18, 2019
Dec 17, 2018	$4.1419	Dec 19, 2018