Nasdaq - Delayed Quote USD

Franklin Small-Mid Cap Growth R (FSMRX)

33.06
-0.03
(-0.09%)
At close: 6:09:19 PM EDT
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  • Previous Close 33.09
  • YTD Return -7.97%
  • Expense Ratio 1.11%
  • Category Mid-Cap Growth
  • Last Cap Gain 21.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 3.53B
  • Beta (5Y Monthly) 1.12
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 37.02%
  • Last Dividend --
  • Inception Date Dec 31, 1996

The fund invests at least 80% of its net assets in the equity securities of small-capitalization and mid-capitalization companies. Small-cap companies are companies within the market capitalization range of companies in the Russell 2500™ Index and mid-cap companies are companies within the market capitalization range of companies in the Russell Midcap® Index, at the time of purchase. It, from time to time, may have significant positions in particular sectors such as information technology, consumer discretionary, healthcare and industrials.

Franklin Templeton Investments

Fund Family

Mid-Cap Growth

Fund Category

3.53B

Net Assets

1996-12-31

Inception Date

Performance Overview: FSMRX

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Trailing returns as of 5/15/2025. Category is Mid-Cap Growth.

YTD Return

FSMRX
7.97%
Category
10.80%
 

1-Year Return

FSMRX
2.04%
Category
48.17%
 

3-Year Return

FSMRX
4.87%
Category
21.26%
 

5-Year Return

FSMRX
8.32%
Category
20.18%
 

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Holdings: FSMRX

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Sector Weightings

SectorFSMRX
Technology   31.21%
Industrials   15.90%
Healthcare   11.24%
Energy   3.73%
Real Estate   1.80%
Utilities   0.87%

Recent News: FSMRX

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Research Reports: FSMRX

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