FSMRX Mutual Fund
FSMRX Mutual Fund
Franklin Small - Mid Cap Growth Fund Class R
FSMRX Mutual Fund Overview
FSMRX Mutual Fund (Franklin Small - Mid Cap Growth Fund Class R) is managed by Franklin Templeton Investments (US) with $50.7M in net assets. FSMRX expense ratio is 1.09%, holding 91 positions across sectors including Information Technology, Consumer Discretionary, Industrials. Inception date: 1992-02-14.
FSMRX performance shows a YTD return of 9.12%. The 1-year return is 8.21% and the 5-year return is 5.35%. FSMRX dividend yield stands at 9.06%, paid annually.
FSMRX top holdings include Royal Caribbean Cruises Ltd. (3.6%), Howmet Aerospace Inc. (3.0%), Vertiv Group Corp (2.8%), Monolithic Power Systems Inc_None_0 (2.5%), Roblox Corp -Class A (2.4%). View all FSMRX holdings, sector breakdown, or dividend history.
FSMRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FSMRX alternatives are available via the screener, along with tax-loss harvesting opportunities.