Morningstar

Franklin Small Cap Growth R6 FSMLX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 26.34  /  +0.69 %
  • Total Assets 2.8 Bil
  • Adj. Expense Ratio
    0.670%
  • Expense Ratio 0.670%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 0.00
  • Turnover 16%

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 10:13 PM GMT+0

Morningstar’s Analysis FSMLX

Will FSMLX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FSMLX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FSMLX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FSMLX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Solid managers lead this long-term approach to small growth stocks.

Analyst Drew Carter

Drew Carter

Analyst

Summary

Franklin Small Cap Growth’s proven leadership team makes this a decent choice for small-growth investors.

by Drew Carter
Rated on Published on

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Portfolio Holdings FSMLX

More FSMLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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2.61 72.3 Mil
Industrials

Onto Innovation Inc

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Technology

Arcosa Inc

2.40 66.6 Mil
Industrials

BellRing Brands Inc Class A

2.15 59.7 Mil
Consumer Defensive

AAR Corp

2.12 58.7 Mil
Industrials

Integer Holdings Corp

2.02 56.0 Mil
Healthcare

Freshpet Inc

2.01 55.8 Mil
Consumer Defensive

Granite Construction Inc

1.96 54.4 Mil
Industrials

Monday.Com Ltd Ordinary Shares

1.95 54.1 Mil
Technology

SiTime Corp Ordinary Shares

1.79 49.7 Mil
Technology

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