LMBAX Mutual Fund
LMBAX Mutual Fund
Franklin US Small Cap Equity Fund Class A

LMBAX Mutual Fund Overview
LMBAX Mutual Fund (Franklin US Small Cap Equity Fund Class A) is managed by Franklin Templeton Investments (US) with $111.2M in net assets. LMBAX expense ratio is 1.30%, holding 259 positions across sectors including Health Care, Industrials, Information Technology. Inception date: 2009-02-05.
LMBAX performance shows a YTD return of 19.91%. The 1-year return is 50.25% and the 5-year return is 15.20%. LMBAX dividend yield stands at 1.61%, paid annually.
LMBAX top holdings include Bloom Energy Corporation Class A (1.6%), Nextracker Inc Ordinary Shares - Class A (1.3%), Invesco Short-term Investments Trust, Treasury Portfolio, Institutional Class 0.0102% 2021-01-07 (1.1%), Ssr Mining Inc (1.1%), Powell Industries Inc (1.0%). View all LMBAX holdings, sector breakdown, or dividend history.
LMBAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LMBAX alternatives are available via the screener, along with tax-loss harvesting opportunities.