4 / 5 Stars
5 5 3 3 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#9 in Small Growth
U.S. News evaluated 215 Small 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 41.54 percent over the past year, 17.92 percent over the past three years, 28.44 percent over the past five years, and 9.21 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.0%|
|3 Years (Annualized)||17.9%|
|5 Years (Annualized)||28.4%|
|10 Years (Annualized)||9.2%|
The investment seeks long-term capital growth. The fund invests at least 80% of its net assets in the equity securities of small cap companies. The equity securities in which the fund invests are predominantly common stock. For this fund, small cap companies are companies with market capitalizations not exceeding (i) $1.5 billion or (ii) the highest market capitalization in the Russell 2000® Index, whichever is greater, at the time of purchase. It may invest in equity securities of larger companies. The fund, from time to time, may have significant positions in particular sectors such as information technology and healthcare.
Fees are Above Average compared to funds in the same category.
Franklin Small Cap Growth Fund has an expense ratio of 1.33 percent.
Risk is Average compared to funds in the same category according to Morningstar.