3 / 5 Stars
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Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#72 in Mid-Cap Growth
U.S. News evaluated 222 Mid-Cap Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 28.47 percent over the past year, 12.42 percent over the past three years, 22.47 percent over the past five years, and 8.31 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-1.3%|
|3 Years (Annualized)||12.4%|
|5 Years (Annualized)||22.5%|
|10 Years (Annualized)||8.3%|
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 are High compared to funds in the same category.
Franklin Small-Mid Cap Growth Fund has an expense ratio of 0.98 percent.
Risk is Average compared to funds in the same category according to Morningstar.