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Franklin Small-Mid Cap Growth Fund

Fund Category: GrowthGo to Prices & Performance page
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Symbol FRSGX
CUSIP 354 713 109
Fund Number 198
Inception Date1 Feb 14, 1992
Distributions Annually
Total Net Assets
(all share classes)
As of 03/31/2014
$3,799.6
(millions)

As of  04/22/2014

NAV2 $41.12  
NAV Change $0.45  
POP3 $43.63  
YTD Total Return at NAV 0.29%
Distribution Rate at NAV N/A
30-day Standardized Yield
N/A

Average Annual Total Returns
As of Quarter End 03/31/2014

w/ Sales Charge w/o Sales Charge
1 Yr 19.03% 26.30%
5 Yrs 21.30% 22.74%
10 Yrs 8.04% 8.69%
Life 10.65% 10.95%

Expense Ratio and Sales Charge As of 09/01/2013 (updated annually)

Gross Expense Ratio4 0.98%
Net Expense Ratio 0.98%
Max Initial Sales Charge 5.75%
CDSC 0.00%
12b-1 Fee 0.25%

Fund Description

Strategy Statement
Portfolio Managers
Edward B. Jamieson
"We use a fundamental, bottom-up approach to investing in small and mid-cap companies that are leaders or emerging leaders in their industry and that meet our criteria of growth, quality and valuation."

Edward B. Jamieson
Joined Franklin Templeton in 1987
Managed Fund since 1992

Strategy, Benefits, Results

Strategy

We use fundamental bottom-up research to find small- to mid-sized growth companies that are leaders or emerging leaders in their industry and that meet our criteria of:

  • Growth. Our team focuses on companies with the potential to produce sustainable earnings and cash-flow growth.
  • Quality. We seek high-quality companies with strong management teams and financial strength.
  • Valuation. We assess whether the growth opportunity is already reflected in the stock price.

Benefits

  • Small-mid strategy gives managers the flexibility to hold onto small, emerging businesses as they mature into successful mid-cap enterprises.
  • Tenured and experienced portfolio management team.
  • Distinct research structure. Investment professionals organized into collaborative sector teams.

Results

Hypothetical $10K Investment

Hypothetical $10K Investment

Investing in the Fund

What Are the Risks?
  • All investments involve risks, including possible loss of principal.
  • Investors should be comfortable with fluctuations in the value of their investment, as small- and mid-sized company stocks can be volatile, especially over the short term.
  • Smaller or relatively new or unseasoned companies can be particularly sensitive to changing economic conditions, and their prospects for growth are less certain than those of larger, more established companies.
  • The fund may focus on particular sectors of the market from time to time, which can carry greater risks of adverse developments in such sectors.
  • These and other risks are detailed in the fund’s prospectus.

Minimum Investment

$1,000.00

How Financial Advisors Help You

Speak to your financial advisor about whether this fund is appropriate for you. If you don't have a financial advisor, request a referral.

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Important Legal Information

Footnotes

For U.S. residents only.