Franklin Small-Mid Cap Growth Fund

Scorecard
3 / 5 Stars
Lipper
3 4 3 5 1
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
D (Sell)

#69 in Mid-Cap Growth

U.S. News evaluated 221 Mid-Cap Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 26.63 percent over the past year, 12.53 percent over the past three years, 19.73 percent over the past five years, and 8.85 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 5.2%
1 Year 26.6%
3 Years (Annualized) 12.5%
5 Years (Annualized) 19.7%
10 Years (Annualized) 8.8%

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Summary

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).

Fees

Fees are Low compared to funds in the same category.
Franklin Small-Mid Cap Growth Fund has an expense ratio of 0.98 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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See Also:

Top Franklin Templeton Investments Funds

Mid-Cap Growth Funds

Highest Returns (10-year)

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