Franklin Small-Mid Cap Growth Fund Class R (FSMRX)
| Fund Assets | 3.81B |
| Expense Ratio | 1.11% |
| 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 | 33.29 |
| YTD Return | 2.67% |
| 1-Year Return | 12.30% |
| 5-Year Return | 35.25% |
| 52-Week Low | 26.26 |
| 52-Week High | 35.40 |
| Beta (5Y) | n/a |
| Holdings | 99 |
| Inception Date | Jan 1, 2002 |
About FSMRX
FSMRX was founded on 2002-01-01 and is currently managed by McCarthy,Scandalios. The Fund's investment strategy focuses on Small-Cap with 1.09% total expense ratio. The minimum amount to invest in Franklin Strategic Series: Franklin Small-Mid Cap Growth Fund; Class R Shares is $1,000 on a standard taxable account. Franklin Strategic Series: Franklin Small-Mid Cap Growth Fund; Class R Shares seeks long-term growth of capital. FSMRX invests at least 80% of its net assets in the equity securities of small capitalization and in the equity securities of mid-capitalization companies.
Performance
FSMRX had a total return of 12.30% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.58%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
Top 10 Holdings
23.64% of assets| Name | Symbol | Weight |
|---|---|---|
| Axon Enterprise, Inc. | AXON | 3.13% |
| Verisk Analytics, Inc. | VRSK | 2.65% |
| Roblox Corporation | RBLX | 2.58% |
| Ares Management Corporation | ARES | 2.54% |
| DoorDash, Inc. | DASH | 2.45% |
| Fair Isaac Corporation | FICO | 2.38% |
| HubSpot, Inc. | HUBS | 2.19% |
| MSCI Inc. | MSCI | 1.91% |
| Institutional Fiduciary Trust - Money Market Portfolio | INFXX | 1.90% |
| DexCom, Inc. | DXCM | 1.90% |