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Franklin Small Cap Growth Fund

Fund Category: GrowthGo to Prices & Performance page
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Symbol FSGRX
CUSIP 354 713 620
Fund Number 465
Inception Date1 May 01, 2000
Distributions Annually
Total Net Assets
(all share classes)
As of 10/31/2015

As of  11/25/2015

NAV2 $18.19  
NAV Change $0.16  
POP3 $19.30  
YTD Total Return at NAV -0.76%
Distribution Rate at NAV N/A
30-day Standardized Yield

Average Annual Total Returns
As of Quarter End 09/30/2015

w/ Sales Charge w/o Sales Charge
1 Yr -8.41% -2.81%
5 Yrs 12.02% 13.35%
10 Yrs 6.98% 7.61%
Life 5.83% 6.24%

Expense Ratio and Sales Charge As of 09/01/2015 (updated annually)

Gross Expense Ratio4 1.12%
Net Expense Ratio 1.12%
Max Initial Sales Charge 5.75%
CDSC 0.00%
12b-1 Fee 0.25%

Fund Description

Strategy Statement
Portfolio Managers
Michael McCarthy
"We seek to invest in rapidly growing small-capitalization companies, targeting companies with pricing power, cost advantages, sustainable competitive advantages or innovative products or services."

Michael McCarthy, CFA®
Joined Franklin Templeton in 1992
Managed Fund Since 2000

Strategy, Benefits, Results


We use fundamental, bottom-up research to find rapidly growing, small-capitalization companies that meet our criteria of:

  • Growth. We focus 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.


  • Higher growth rate potential of smaller companies compared to larger, more established companies.
  • Tenured and experienced portfolio management team.
  • Distinct research structure. Investment professionals organized into collaborative sector teams.


Hypothetical $10K Investment

Hypothetical $10K Investment

Investing in the Fund

What Are the Risks?
  • All investments involve risks, including possible loss of principal.
  • Smaller and newer companies can be particularly sensitive to changing economic conditions. Their growth prospects are less certain than those of larger, more established companies, and they can be volatile.
  • The fund is intended for long-term investors who are comfortable with short-term fluctuations in share price.
  • There are special risks involved with significant exposure to a particular sector, including increased susceptibility related to economic, business, or other developments affecting that sector.
  • 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 described more fully in the fund’s prospectus.

Minimum Investment


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Important Legal Information


For US residents only.