Nasdaq - Delayed Quote USD
Franklin U.S. Small Cap Equity C (LMBCX)
9.89
-0.69
(-6.52%)
As of 8:06:27 AM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -6.87% |
| 5y Average Return | 18.07% |
| Number of Years Up | 11 |
| Number of Years Down | 4 |
| Best 1Y Total Return (Apr 2, 2025) | 36.72% |
| Worst 1Y Total Return (Apr 2, 2025) | -- |
| Best 3Y Total Return | 36.72% |
| Worst 3Y Total Return | 2.29% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
LMBCX
Category
- YTD
- -8.71%
- 20.19%
- 1-Month
- -6.15%
- 0.02%
- 3-Month
- -8.71%
- 4.36%
- 1-Year
- -6.99%
- 60.18%
- 3-Year
- 1.36%
- 11.32%
- 5-Year
- 16.28%
- 13.88%
- 10-Year
- 4.84%
- 11.19%
- Last Bull Market
- 19.62%
- 27.98%
- Last Bear Market
- -16.39%
- -24.08%
Annual Total Return (%) History
Year
LMBCX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -8.71% | -- | -- | -- |
| 2024 | 6.81% | -3.58% | 7.46% | -1.66% |
| 2023 | 0.10% | 4.57% | -2.42% | 15.21% |
| 2022 | -5.79% | -16.39% | -2.67% | 9.45% |
| 2021 | 21.17% | 4.93% | -1.27% | 2.69% |
| 2020 | -34.47% | 27.19% | 3.76% | 27.38% |
| 2019 | 13.94% | -0.27% | -3.77% | 9.30% |
| 2018 | -1.26% | 6.24% | 1.88% | -21.57% |
| 2017 | -0.24% | 0.94% | 3.52% | 3.28% |
| 2016 | -0.97% | 1.07% | 7.16% | 10.59% |
| 2015 | 4.89% | 0.04% | -12.03% | 2.28% |
| 2014 | 1.20% | 1.92% | -6.26% | 11.95% |
| 2013 | 10.85% | 2.18% | 10.35% | 9.38% |
| 2012 | 12.58% | -5.16% | 5.34% | 2.20% |
| 2011 | 9.37% | -0.32% | -22.83% | 15.10% |
| 2010 | 8.49% | -9.54% | 11.08% | 16.91% |
| 2009 | 18.13% | 18.81% | 4.72% | -- |
Rank in Category (By Total Return)
| YTD | 58 |
| 1-Month | 48 |
| 3-Month | 58 |
| 1-Year | 82 |
| 3-Year | 59 |
| 5-Year | 34 |
Load Adjusted Returns
| 1-Year | -7.88% |
| 3-Year | 1.36% |
| 5-Year | 16.28% |
| 10-Year | 4.84% |
Performance & Risk
| YTD Return | -6.87% |
| 5y Average Return | 18.07% |
| Rank in Category (ytd) | 58 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.12 |
| Morningstar Risk Rating |
Fund Overview
| Category | Small Blend |
| Fund Family | Franklin Templeton Investments |
| Net Assets | 94.49M |
| YTD Return | -8.71% |
| Yield | 0.50% |
| Morningstar Rating | |
| Inception Date | Feb 05, 2009 |
Fund Summary
The fund normally invests at least 80% of net assets, plus any borrowings for investment purposes, in equity securities of companies with small market capitalizations domiciled, or having their principal activities, in the United States, at the time of investment or other investments with similar economic characteristics. It may also invest in securities of foreign companies in the form of American Depositary Receipts ("ADRs").
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