Franklin Small-Mid Cap Growth Fund Class R
FSMRX
NASDAQ
| Weiss Ratings | FSMRX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C- | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | FSMRX-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 | FSMRX-NASDAQ | Click to Compare |
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| Fund Name | Franklin Small-Mid Cap Growth Fund Class R | |||
| Category | Mid-Cap Growth | |||
| Sub-Category | US Equity Mid Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Feb 14, 1992 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | FSMRX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | FSMRX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.82% | |||
| Asset Allocation | FSMRX-NASDAQ | Click to Compare |
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| Cash | 1.74% | |||
| Stock | 95.60% | |||
| U.S. Stock | 93.76% | |||
| Non-U.S. Stock | 1.84% | |||
| Bond | 0.96% | |||
| U.S. Bond | 0.96% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 1.70% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | FSMRX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.99% | |||
| 30-Day Total Return | -4.60% | |||
| 60-Day Total Return | -3.89% | |||
| 90-Day Total Return | -4.23% | |||
| Year to Date Total Return | -3.57% | |||
| 1-Year Total Return | 13.11% | |||
| 2-Year Total Return | 4.66% | |||
| 3-Year Total Return | 26.70% | |||
| 5-Year Total Return | -1.34% | |||
| Price | FSMRX-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 | FSMRX-NASDAQ | Click to Compare |
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| Nav | $29.39 | |||
| 1-Month Low NAV | $28.20 | |||
| 1-Month High NAV | $30.96 | |||
| 52-Week Low NAV | $26.26 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $35.40 | |||
| 52-Week High Price (Date) | Oct 27, 2025 | |||
| Beta / Standard Deviation | FSMRX-NASDAQ | Click to Compare |
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| Beta | 1.27 | |||
| Standard Deviation | 17.28 | |||
| Balance Sheet | FSMRX-NASDAQ | Click to Compare |
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| Total Assets | 3.34B | |||
| Operating Ratios | FSMRX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.09% | |||
| Turnover Ratio | 33.86% | |||
| Performance | FSMRX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 18.07% | |||
| Last Bear Market Total Return | -23.13% | |||