Franklin Small-Mid Cap Growth R
(FSMRX)
-0.03
-0.08%
| Symbol | Value ($) |
|---|---|
| Morningstar Rating | |
| Previous Close | 38.39 |
| Category | Mid-Cap Growth |
| Net Assets | 65.71 Mil |
| Yield | 0.00% |
| Morningstar Risk | Average |
| Morningstar Return | Average |
- Last NAV update 5/20/2013 4:00 PM ET
| NA |
|---|
| The investment seeks long-term capital growth. The fund invests at least 80% of its net assets in the equity securities of small-capitalization (small-cap) and mid-capitalization (mid-cap) companies. For this fund, small-cap companies are companies within the market capitalization range of companies in the Russell 2500™ Index and mid-cap companies are companies within the market capitalization range of companies in the Russell Midcap® Index. It may have significant positions in particular sectors such as technology (including health care technology, technology services and electronic technology). |
| 2009 | 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|---|
| Return | 42.80% | 28.14% | -5.14% | 10.44% | 17.31% |
| Value ($) | 14,280.00 | 18,298.39 | 17,357.85 | 19,170.01 | 22,488.34 |
- Year to date performance as of 5/19/2013 8:00 PM ET
| Symbol | Value ($) |
|---|---|
| Fund Family | Franklin Templeton Investment Funds |
| Fund Manager | Edward Jamieson |
| Tenure (Years) | 21 |
| Fund Status | Open |
| Minimum Initial Purchase | 1,000.00 |
| Minimum IRA Investment | 250.00 |
| Front Load | 0.00 |
| Expense Ratio | 1.26% |
| Symbol | Value ($) |
|---|---|
| 1 Month | 7.81% |
| 3 Months | 9.10% |
| 1 Year | 26.20% |
| 3 Years* | 16.52% |
| 5 Years* | 6.05% |
- * Annualized returns
- Performance as of 5/19/2013 8:00 PM ET
| FSMRX | Mid-Cap Growth | |
|---|---|---|
| 5-Yr Return | 6.05% | 5.29% |
| Sharpe Ratio | 0.61 | 0.69 |
| Net Assets | 65.71 Mil | 359.02 Mil |
| Avg Market Cap | 6.88 Bil | 6.91 Bil |
| Avg P/E | 25.21 | 18.56 |
| Portfolio Turnover | 47 | 72 |
| Symbol | Value ($) |
|---|---|
| Stocks | 94.22% |
| Cash | 5.73% |
| Fixed Income | 0.00% |
| Other | 0.05% |
| NAME | % NET ASSETS |
|---|---|
| Ametek, Inc. | 1.78% |
| Affiliated Managers Group Inc | 1.73% |
| Roper Industries, Inc. | 1.61% |
| SBA Communications Corp | 1.57% |
| Cerner Corporation | 1.54% |
| Wolverine World Wide | 1.53% |
| Chipotle Mexican Grill, Inc. Class A | 1.35% |
| Dick's Sporting Goods, Inc. | 1.35% |
| GNC Acquisition Holdings Inc | 1.32% |
| Actavis Inc | 1.30% |
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