FINAX

Franklin International Small Cap Growth Fund

This fund or share class has been closed to new investors.

Fund Description

The fund invests predominantly in the equity securities of smaller international companies that the managers feel are poised for long-term growth.

Strategy Statement

"Our investment philosophy is focused on achieving long-term capital appreciation from investments in smaller capitalization growth stocks, while managing risk through a disciplined investment process."

Ed Lugo, CFA®, MBA

Management

Ed Lugo, CFA, MBA

Ed Lugo, CFA®, MBA

  • Joined Franklin Templeton in 1995
  • Managed Fund Since 2006

Rating

Overall Morningstar Rating As of 06/30/2016

Rating Category: Foreign Small/Mid Blend

Morningstar
The fund's overall Morningstar Rating measures risk-adjusted returns and is derived from a weighted average of the performance figures associated with its 3-, 5- and 10-year (if applicable) rating metrics.

Historical Morningstar Rating As of 06/30/2016

Years Ratings Funds
in category
3
2 Stars
73
5
4 Stars
61
10
4 Stars
27

Morningstar Style Box As of 03/31/2016

Strategy, Benefits, Results

Strategy

  • We seek to identify contributors to the fund through an economic cycle by investing in overlooked and undervalued growth companies.
  • Our fund managers use several valuation techniques to filter through the near-term noise and focus on analysis five years out.
  • Our roundtable discussions seek to ensure that the expert insights of all team members are applied to each investment idea.

Benefits

  • Small-Cap Expertise. Our experienced investment team has extensive small-cap investment experience.
  • Risk Management. We manage risk through a disciplined, bottom-up investment process.
  • Diversification. Our fund may display broad country and sector exposures while also allocating a portion of the portfolio to emerging markets.

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