Franklin Small Cap Fund Quote
| FSGRX Fund | USD 23.62 0.20 0.85% |
Performance6 of 100
| Odds Of DistressLess than 19
|
Franklin Small is trading at 23.62 as of the 25th of December 2024; that is 0.85% up since the beginning of the trading day. The fund's open price was 23.42. Franklin Small has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 26th of October 2024 and ending today, the 25th of December 2024. Click here to learn more.
The fund invests at least 80 percent of its net assets in the equity securities of small-cap companies. The equity securities in which the fund invests are predominantly common stock. Small-cap companies are companies with market capitalizations not exceeding 1.5 billion or the highest market capitalization in the Russell 2000 Index, whichever is greater, at the time of purchase. More on Franklin Small Cap
Moving against Franklin Mutual Fund
Franklin Mutual Fund Highlights
| Fund Concentration | Franklin Templeton Investments Funds, Large Funds, Small Growth Funds, Small Growth, Franklin Templeton Investments (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of September 2022 |
| Fiscal Year End | April |
Franklin Small Cap [FSGRX] is traded in USA and was established 25th of December 2024. Franklin Small is listed under Franklin Templeton Investments category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Franklin Templeton Investments family. This fund currently has accumulated 2.65 B in assets under management (AUM) with no minimum investment requirementsFranklin Small Cap is currently producing year-to-date (YTD) return of 13.74%, while the total return for the last 3 years was 1.12%.
Check Franklin Small Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Franklin Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Franklin Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Franklin Small Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Franklin Small Cap Mutual Fund Constituents
| HQY | HealthEquity | Stock | Health Care | |
| MHO | MI Homes | Stock | Consumer Discretionary | |
| ACA | Arcosa Inc | Stock | Industrials | |
| LAD | Lithia Motors | Stock | Consumer Discretionary | |
| NEO | NeoGenomics | Stock | Health Care | |
| DXCM | DexCom Inc | Stock | Health Care | |
| SMTC | Semtech | Stock | Information Technology | |
| ATRO | Astronics | Stock | Industrials |
Franklin Small Cap Risk Profiles
| Mean Deviation | 0.8625 | |||
| Semi Deviation | 1.05 | |||
| Standard Deviation | 1.2 | |||
| Variance | 1.44 |
Franklin Small Against Markets
Other Information on Investing in Franklin Mutual Fund
Franklin Small financial ratios help investors to determine whether Franklin Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Franklin with respect to the benefits of owning Franklin Small security.
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