LMBMX Mutual Fund
LMBMX Mutual Fund
Franklin US Small Cap Equity Fund Class IS

LMBMX Mutual Fund Overview
LMBMX Mutual Fund (Franklin US Small Cap Equity Fund Class IS) is managed by Franklin Templeton Investments (US) with $4.7M in net assets. LMBMX expense ratio is 0.75%, holding 259 positions across sectors including Health Care, Industrials, Information Technology. Inception date: 2012-03-23.
LMBMX performance shows a YTD return of 20.19%. The 1-year return is 50.85% and the 5-year return is 11.60%. LMBMX dividend yield stands at 1.97%, paid annually.
LMBMX 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 LMBMX holdings, sector breakdown, or dividend history.
LMBMX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LMBMX alternatives are available via the screener, along with tax-loss harvesting opportunities.