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.

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").

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 36.72%
Worst 1Y Total Return --
Number of Years Up 11
Number of Years Down 4

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

Risk Statistics

3 Years 5 Years 10 Years
LMBCXCategory AverageLMBCXCategory AverageLMBCXCategory Average
Alpha -7.08 -0.09 -2.22 -0.06 -7.99 -0.06
BETA 1.12 0.01 1.07 0.01 1.17 0.01
Mean Annual Return 0.31 0.01 1.45 0.01 0.58 0.01
R-squared 74.49 0.83 69.78 0.77 73.95 0.78
Standard Deviation 22.32 0.26 21.55 0.21 20.98 0.19
Sharpe Ratio -0.04 0 0.68 0.01 0.24 0.01
Treynor Ratio -2.91 0.08 12.65 0.1 2.44 0.09

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