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Franklin Small-Mid Cap Growth R6 (FMGGX)

50.07 0.00 (0.00%)
At close: 8:00 PM EST

Fund Summary

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 56.57%
Worst 1Y Total Return --
Number of Years Up 7
Number of Years Down 3

Performance & Risk

YTD Return 13.63%
5y Average Return 12.22%
Rank in Category (ytd) 69
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.11
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
FMGGXCategory AverageFMGGXCategory AverageFMGGXCategory Average
Alpha -13.4 0.01 -4.11 0.01 -3.08 -0.02
BETA 1.11 0.01 1.1 0.01 1.08 0.01
Mean Annual Return -0.21 0.02 1.1 0.02 0.94 0.01
R-squared 79.47 0.82 75.88 0.79 76.99 0.8
Standard Deviation 21.38 0.23 22.8 0.19 18.74 0.17
Sharpe Ratio -0.31 0.01 0.47 0.01 0.51 0.01
Treynor Ratio -7.88 0.18 7.82 0.17 7.59 0.12

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