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Franklin Global Equity I (SMYIX)

23.12
+0.06
+(0.26%)
At close: 8:02:13 PM EDT
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  • Previous Close 23.06
  • YTD Return -1.73%
  • Expense Ratio 0.95%
  • Category World Large-Stock Blend
  • Last Cap Gain 32.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 415.41M
  • Beta (5Y Monthly) 1.04
  • Yield 0.98%
  • 5y Average Return --
  • Holdings Turnover 29.00%
  • Last Dividend 0.24
  • Inception Date Aug 9, 2019

The fund invests primarily in the common stock of U.S. and non-U.S. issuers. Under normal circumstances, it invests at least 80% of its assets in equity and equity-related securities. Equity securities include exchange-traded and over-the-counter (OTC) common and preferred stocks, warrants and rights, securities convertible into common stocks, and securities of other investment companies and of real estate investment trusts ("REITs").

Franklin Templeton Investments

Fund Family

World Large-Stock Blend

Fund Category

415.41M

Net Assets

2019-08-09

Inception Date

Performance Overview: SMYIX

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Trailing returns as of 4/14/2025. Category is World Large-Stock Blend.

YTD Return

SMYIX
1.73%
Category
12.08%
 

1-Year Return

SMYIX
8.51%
Category
38.01%
 

3-Year Return

SMYIX
9.93%
Category
12.74%
 

5-Year Return

SMYIX
18.37%
Category
12.82%
 

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Holdings: SMYIX

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Sector Weightings

SectorSMYIX
Technology   27.53%
Healthcare   10.67%
Industrials   8.93%
Energy   3.53%
Utilities   2.22%
Real Estate   2.00%

Recent News: SMYIX

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Research Reports: SMYIX

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