Franklin Small Mid Cap Fund Quote

FSGAX Fund  USD 45.43  1.04  2.24%   

Performance

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Odds Of Distress

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Franklin Small is trading at 45.43 as of the 3rd of March 2025; that is 2.24 percent down since the beginning of the trading day. The fund's open price was 46.47. Franklin Small 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 9th of November 2023 and ending today, the 3rd 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

Franklin Mutual Fund Highlights

Fund ConcentrationFranklin Templeton Investments Funds, Large Funds, Mid-Cap Growth Funds, Mid-Cap Growth, Franklin Templeton Investments (View all Sectors)
Update Date31st of March 2025
Franklin Small Mid Cap [FSGAX] is traded in USA and was established 3rd of March 2025. Franklin Small 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 4.3%.
Check Franklin Small 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

PCTYPaylocity HoldngStockInformation Technology
NVRNVR IncStockConsumer Discretionary
CSGPCoStar GroupStockIndustrials
ANSSANSYS IncStockInformation Technology
ORLYOReilly AutomotiveStockConsumer Discretionary
MTDMettler Toledo InternationalStockHealth Care
AMGAffiliated Managers GroupStockFinancials
SITMSitimeStockInformation Technology
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Franklin Small Mid Risk Profiles

Franklin Small Against Markets

Other Information on Investing in Franklin Mutual Fund

Franklin Small 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 security.
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