About SMYIX
Franklin Global Equity Fund Class I is a globally diversified mutual fund focused on achieving long-term capital growth. The fund primarily invests in common stocks of both U.S. and international companies, allocating at least 80% of its assets to equity and equity-related securities. These holdings encompass a mix of large, mid, and small-cap firms, and may include not only direct shares but also options such as convertible securities, warrants, rights, and positions in other investment companies as well as real estate investment trusts. The fund’s portfolio is diversified across sectors, with notable allocations to technology, healthcare, industrials, and consumer discretionary industries. It aims to capture growth opportunities worldwide, mirroring trends in developed and emerging markets. Managed by Franklin Templeton Investments, the fund’s investment process favors a blend style, reflecting a balance between value and growth strategies, and typically holds a substantial portion of assets in large-cap companies such as Apple, NVIDIA, and Microsoft. Dividend income is incidental to the fund’s primary growth objective, positioning it as a core holding for institutional investors seeking broad global equity exposure within a single vehicle.
Fund Family Franklin Templeton Investments
Category World Large-Stock Blend
Performance Rating High
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol SMYIX
Share Class Class I
Index MSCI World NR USD
SMYIX had a total return of 25.06% in the past year, including dividends. Since the fund's
inception, the average annual return has been 14.36%.
