![[John Scandalioss avatar]](https://franklintempletonprod.widen.net/content/aycbv3yjax/webp/Scandalios_John_500x500.png){kind=avatar}
Managed Strategy Since 2025
Equity
Franklin Small-Mid Cap Growth SMA
Year to Date Returns (Net)
—%
As of 12/31/2025
Year to Date Returns (Pure Gross)
—%
Overview
Product Facts
Strategy Description
The Franklin Small-Mid Cap Growth SMA seeks long-term capital growth by investing at least 80% of its net assets in equity securities of small and medium-sized companies, within the market capitalization ranges of the Russell Midcap Growth Index at the time of purchase.
- Benchmark
- Russell Midcap Growth Index
- Inception Date
- 03/30/2025
- Asset Class
- Equity
Average Annual Total Returns As of 02/28/2026
- 2.45%1 Year
- —3 Years
- —5 Years
- —10 Years
- 2.45%Since Inception
03/30/2025
Performance data quoted represents past performance, which does not guarantee future results. Investment return and principal value of an investment will fluctuate so that an investor’s shares, when sold or redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the figures shown.
Top Sectors
As of 02/28/2026 % of Total (Updated Monthly)
Industrials25.58% | |
Consumer Discretionary20.99% | |
Health Care15.18% | |
Information Technology14.75% | |
Financials8.64% |
Manager and Commentary
About the Team
Franklin Equity understands innovation from every angle—our decades of experience investing in complex change fuels a differentiated perspective on how public and private companies accelerate growth and unlock value. Leveraging fundamental depth and quantitative precision, we identify catalysts for transformation that reshape companies and industries. Our expertise, spanning from growth to value, brings together diverse perspectives that help us spot opportunities ahead of the market.
Franklin Equity
![[Jennifer Chens avatar]](https://franklintempletonprod.widen.net/content/5sqomhuskj/webp/Chen_Jennifer_500x500.png){kind=avatar}
Managed Strategy Since 2025
Latest Insights
February 18, 2026
February 16, 2026
February 9, 2026
Composite Performance
Portfolio
Documents
Risks
All investments involve risks, including possible loss of principal. The investment style may become out of favor, which may have a negative impact on performance. Small- and mid-cap stocks involve greater risks and volatility than large-cap stocks. To the extent the portfolio invests in a concentration of certain securities, regions or industries, it is subject to increased volatility. Liquidity risk exists when securities or other investments become more difficult to sell, or are unable to be sold, at the price at which they have been valued. The manager may consider environmental, social and governance (ESG) criteria in the research or investment process; however, ESG considerations may not be a determinative factor in security selection. In addition, the manager may not assess every investment for ESG criteria, and not every ESG factor may be identified or evaluated.
Important Information
Separately Managed Accounts (SMAs) are investment services provided by Franklin Templeton Private Portfolio Group, LLC (FTPPG), a federally registered investment advisor. Client portfolios are managed based on investment instructions or advice provided by affiliated subadvisors of Franklin Templeton. Management is implemented by FTPPG, the designated subadvisor or, in the case of certain programs, the program sponsor or its designee.
You need Adobe Acrobat Reader to view and print PDF documents. Download a free version from Adobe's website.
Franklin Templeton (FT) is not undertaking to provide impartial advice. Nothing herein is intended to provide fiduciary advice. FT has a financial interest.
Important data provider notices and terms available at www.franklintempletondatasources.com.
CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.
Indexes are unmanaged and one cannot invest directly in an index. They do not reflect any fees, expenses or sales charges.
The Russell Midcap Growth Index measures the performance of the mid-cap growth segment of the U.S. equity universe.
Source: FTSE.
All entities mentioned are Franklin Templeton affiliated companies. Investment Products: NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE.