Franklin Small Mid Cap Fund Quote
| FSGAX Fund | USD 43.52 0.25 0.57% |
PerformanceVery Weak
| Odds Of DistressLow
|
Franklin Small-mid is trading at 43.52 as of the 20th of March 2025; that is 0.57 percent down since the beginning of the trading day. The fund's open price was 43.77. Franklin Small-mid has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
The fund invests at least 80 percent of its net assets in the equity securities of small-capitalization and mid-capitalization companies. 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, at the time of purchase. More on Franklin Small Mid Cap
Moving against Franklin Mutual Fund
Franklin Mutual Fund Highlights
| Fund Concentration | Franklin Templeton Investments Funds, Large Funds, Mid-Cap Growth Funds, Mid-Cap Growth, Franklin Templeton Investments (View all Sectors) |
| Update Date | 31st of March 2025 |
Franklin Small Mid Cap [FSGAX] is traded in USA and was established 20th of March 2025. Franklin Small-mid is listed under Franklin Templeton Investments category by Fama And French industry classification. The fund is listed under Mid-Cap Growth category and is part of Franklin Templeton Investments family. This fund currently has accumulated 3.81 B in assets under management (AUM) with minimum initial investment of 100 K. Franklin Small Mid is currently producing year-to-date (YTD) return of 0.8% with the current yeild of 0.0%, while the total return for the last 3 years was 5.06%.
Check Franklin Small-mid Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Franklin Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Franklin Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Franklin Small Mid Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Franklin Small Mid Cap Mutual Fund Constituents
| IEX | IDEX Corporation | Stock | Industrials | |
| MTD | Mettler Toledo International | Stock | Health Care | |
| APTV | Aptiv PLC | Stock | Consumer Discretionary | |
| ROKU | Roku Inc | Stock | Communication Services | |
| APH | Amphenol | Stock | Information Technology | |
| CSGP | CoStar Group | Stock | Real Estate | |
| DOCU | DocuSign | Stock | Information Technology | |
| CGNX | Cognex | Stock | Information Technology |
Franklin Small Mid Risk Profiles
| Mean Deviation | 1.05 | |||
| Standard Deviation | 1.36 | |||
| Variance | 1.84 | |||
| Risk Adjusted Performance | (0.12) |
Franklin Small-mid Against Markets
Other Information on Investing in Franklin Mutual Fund
Franklin Small-mid financial ratios help investors to determine whether Franklin Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Franklin with respect to the benefits of owning Franklin Small-mid security.
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