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Franklin Small Cap Growth R (FSSRX)

17.25
+0.13
+(0.76%)
At close: 8:01:00 PM EDT

Fund Summary

The fund invests at least 80% of its net assets in the equity securities of small-cap companies. The equity securities in which the fund invests are predominantly common stock. Small-cap companies are companies with market capitalizations not exceeding (i) $1.5 billion or (ii) the highest market capitalization in the Russell 2000® Index, whichever is greater, at the time of purchase. It may invest in equity securities of larger companies. The fund, from time to time, may have significant positions in particular sectors such as information technology, healthcare, consumer discretionary and industrials.

Franklin Small Cap Growth R

San Mateo, CA 94403-1906
One Franklin Parkway

Fund Overview

Category Small Growth
Fund Family Franklin Templeton Investments
Net Assets 2.3B
YTD Return -12.89%
Yield 0.00%
Morningstar Rating
Inception Date May 01, 2000

Fund Operations

Last Dividend --
Last Cap Gain 20.00
Holdings Turnover 15.99%
Average for Category --

Fees & Expenses

Expense FSSRX Category Average
Annual Report Expense Ratio (net) 1.33% 1.21%
Prospectus Net Expense Ratio 1.33% --
Prospectus Gross Expense Ratio 1.34% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.40%
Max Deferred Sales Load -- 1.27%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Bradley T. Carris, Lead Manager since March 31, 2004
Bradley Carris is a vice president, portfolio manager and research analyst with Franklin Equity Group. He is a member of the Franklin Small Cap Growth portfolio management team. He specializes in research analysis of the specialty finance and bank industries while leading the financial and business services team. His prior research experience includes analysis of European communications service providers. Prior to his employment with Franklin Templeton Investments, Mr. Carris was a commissioned officer in the United States Navy and a manager for Accenture PLC's Communications and High Tech Industry Group. Mr. Carris joined Franklin Templeton in 2001 after receiving an M.B.A. from Columbia Business School. He received a B.A. from Duke University in 1992. He is a Chartered Financial Analyst (CFA) charterholder and member of the CFA Society of San Francisco and the CFA Institute.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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