Franklin Small-Mid Cap Growth Fund Advisor Class
FSGAX
NASDAQ
| Weiss Ratings | FSGAX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | FSGAX-NASDAQ | Click to Compare |
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| Provider | Franklin Templeton Investments | |||
| Manager/Tenure (Years) | John P. Scandalios (9), Jennifer Chen (1) | |||
| Website | http://www.franklintempleton.com | |||
| Fund Information | FSGAX-NASDAQ | Click to Compare |
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| Fund Name | Franklin Small-Mid Cap Growth Fund Advisor Class | |||
| Category | Mid-Cap Growth | |||
| Sub-Category | US Equity Mid Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Dec 31, 1996 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 100,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | FSGAX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | FSGAX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.80% | |||
| Asset Allocation | FSGAX-NASDAQ | Click to Compare |
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| Cash | 1.62% | |||
| Stock | 95.44% | |||
| U.S. Stock | 93.59% | |||
| Non-U.S. Stock | 1.85% | |||
| Bond | 1.12% | |||
| U.S. Bond | 1.12% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 1.82% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | FSGAX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -1.86% | |||
| 30-Day Total Return | 7.88% | |||
| 60-Day Total Return | -1.11% | |||
| 90-Day Total Return | -1.99% | |||
| Year to Date Total Return | 0.86% | |||
| 1-Year Total Return | 12.87% | |||
| 2-Year Total Return | 13.81% | |||
| 3-Year Total Return | 37.15% | |||
| 5-Year Total Return | 0.76% | |||
| Price | FSGAX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | FSGAX-NASDAQ | Click to Compare |
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| Nav | $45.30 | |||
| 1-Month Low NAV | $41.61 | |||
| 1-Month High NAV | $46.56 | |||
| 52-Week Low NAV | $41.61 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $50.62 | |||
| 52-Week High Price (Date) | Oct 27, 2025 | |||
| Beta / Standard Deviation | FSGAX-NASDAQ | Click to Compare |
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| Beta | 1.27 | |||
| Standard Deviation | 17.29 | |||
| Balance Sheet | FSGAX-NASDAQ | Click to Compare |
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| Total Assets | 3.34B | |||
| Operating Ratios | FSGAX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.59% | |||
| Turnover Ratio | 33.86% | |||
| Performance | FSGAX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 13.99% | |||
| Last Bear Market Total Return | -23.02% | |||