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Franklin Small-Mid Cap Growth R6 (FMGGX)

50.19 +0.22 (+0.44%)
As of 8:05 AM EST. Market Open.
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DELL
  • Previous Close 49.97
  • YTD Return 8.52%
  • Expense Ratio 0.50%
  • Category Mid-Cap Growth
  • Last Cap Gain 21.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 3.96B
  • Beta (5Y Monthly) 1.11
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 37.02%
  • Last Dividend --
  • Inception Date Feb 14, 1992

The fund invests at least 80% of its net assets in the equity securities of small-capitalization and mid-capitalization companies. Small-cap companies are companies within the market capitalization range of companies in the Russell 2500? Index and mid-cap companies are companies within the market capitalization range of companies in the Russell Midcap? Index, at the time of purchase. It, from time to time, may have significant positions in particular sectors such as information technology, consumer discretionary, healthcare and industrials.

Franklin Templeton Investments

Fund Family

Mid-Cap Growth

Fund Category

3.96B

Net Assets

1992-02-14

Inception Date

Performance Overview: FMGGX

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Trailing returns as of 11/6/2024. Category is Mid-Cap Growth.

YTD Return

FMGGX
8.52%
Category
10.80%
?

1-Year Return

FMGGX
32.94%
Category
48.17%
?

3-Year Return

FMGGX
4.70%
Category
21.26%
?

5-Year Return

FMGGX
11.13%
Category
20.18%
?

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Holdings: FMGGX

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Top 10 Holdings (20.75% of Total Assets)

SymbolCompany% Assets
ARES
ARES 2.39%
AXON
AXON 2.18%
IT
IT 2.13%
VRSK
VRSK 2.12%
PAYX
PAYX 2.07%
FICO
FICO 2.07%
TT
TT 2.00%
ODFL
ODFL 1.96%
DASH
DASH 1.94%
INFXX
INFXX 1.89%

Sector Weightings

Recent News: FMGGX

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Research Reports: FMGGX

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