Franklin Small-Mid Cap Growth R (FSMRX)

Fund Assets	3.96B
Expense Ratio	1.11%
Min. Investment	$1,000
Turnover	33.86%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	n/a

Previous Close	34.74
YTD Return	5.64%
1-Year Return	11.98%
5-Year Return	18.18%
52-Week Low	26.26
52-Week High	35.40
Beta (5Y)	n/a
Holdings	97
Inception Date	Jan 1, 2002

About FSMRX

Franklin Small-Mid Cap Growth Fund Class R is a mutual fund designed to provide investors with long-term capital growth by primarily investing in the equity securities of small- and mid-capitalization companies. The fund targets opportunities among U.S. growth-oriented firms, allocating at least 80% of its net assets to these market segments, which are typically more dynamic and have higher growth potential compared to large-cap companies. This focus exposes investors to a broad spectrum of industries, including technology, healthcare, industrials, and financial services, aiming to capture the innovation and expansion of emerging and established businesses within these sectors. Franklin Small-Mid Cap Growth Fund Class R plays a significant role in diversified investment portfolios, offering access to a segment of the equity market that can drive performance while introducing additional risk and volatility. Its strategy emphasizes fundamental research and portfolio management to identify companies poised for sustainable growth, making it a notable option for investors seeking exposure to the growth segment of the U.S. equity market.

• Fund Family: Franklin Templeton Investments
• Category: Mid-Cap Growth
• Stock Exchange: NASDAQ
• Ticker Symbol: FSMRX
• Share Class: Class R
• Index: Russell MidCap Growth TR

Performance

FSMRX had a total return of 11.98% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.63%.

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 Inv	0.33%
FMDGX	Fidelity	Fidelity Mid Cap Growth Index	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%
FSGAX	Advisor Class	0.61%
FRSGX	Class A	0.86%
FRSIX	Class C	1.61%

Top 10 Holdings

25.06% of assets

Name	Symbol	Weight
Roblox Corporation	RBLX	4.39%
Ares Management Corporation	ARES	2.66%
Royal Caribbean Cruises Ltd.	RCL	2.61%
DoorDash, Inc.	DASH	2.58%
Axon Enterprise, Inc.	AXON	2.47%
Datadog, Inc.	DDOG	2.30%
Verisk Analytics, Inc.	VRSK	2.09%
Tractor Supply Company	TSCO	2.03%
Institutional Fiduciary Trust - Money Market Portfolio	INFXX	1.99%
Howmet Aerospace Inc.	HWM	1.94%