Nasdaq - Delayed Quote USD

Franklin U.S. Small Cap Equity I (LMSIX)

15.46 -0.06 (-0.39%)
As of 8:05 AM EST. Market Open.
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DELL
  • Previous Close 15.52
  • YTD Return 9.47%
  • Expense Ratio 1.03%
  • Category Small Blend
  • Last Cap Gain 14.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 100.18M
  • Beta (5Y Monthly) 1.05
  • Yield 0.70%
  • 5y Average Return --
  • Holdings Turnover 34.00%
  • Last Dividend 0.05
  • Inception Date Mar 13, 2000

The fund normally invests at least 80% of net assets, plus any borrowings for investment purposes, in equity securities of companies with small market capitalizations domiciled, or having their principal activities, in the United States, at the time of investment or other investments with similar economic characteristics. It may also invest in securities of foreign companies in the form of American Depositary Receipts ("ADRs").

Franklin Templeton Investments

Fund Family

Small Blend

Fund Category

100.18M

Net Assets

2000-03-13

Inception Date

Performance Overview: LMSIX

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Trailing returns as of 11/6/2024. Category is Small Blend.

YTD Return

LMSIX
9.47%
Category
20.19%
?

1-Year Return

LMSIX
33.69%
Category
60.18%
?

3-Year Return

LMSIX
3.41%
Category
11.32%
?

5-Year Return

LMSIX
11.28%
Category
13.88%
?

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Holdings: LMSIX

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Top 10 Holdings (9.83% of Total Assets)

SymbolCompany% Assets
TRPXX
Short-Term Investment Trust - Invesco Treasury Portfolio 1.26%
SFM
Sprouts Farmers Market, Inc. 1.10%
MOD
Modine Manufacturing Company 1.02%
JXN
Jackson Financial Inc. 0.99%
ENSG
The Ensign Group, Inc. 0.97%
CVLT
Commvault Systems, Inc. 0.95%
MHO
M/I Homes, Inc. 0.91%
ZETA
Zeta Global Holdings Corp. 0.91%
RDN
Radian Group Inc. 0.89%
FBP
First BanCorp. 0.84%

Sector Weightings

Recent News: LMSIX

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Research Reports: LMSIX

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