Franklin Small-Mid Cap Growth A

Frequently Asked Questions About FRSGX

What does FRSGX invest in?

The fund invests at least 80% of its net assets in the equity securities of small-capitalization and mid-capitalization companies. Small-cap companies are companies within the market capitalization range of companies in the Russell 2500™ Index and mid-cap companies are companies within the market capitalization range of companies in the Russell Midcap® Index, at the time of purchase. It, from time to time, may have significant positions in particular sectors such as information technology, consumer discretionary, healthcare and industrials.

What is the expense ratio of FRSGX?

Franklin Small-Mid Cap Growth A (FRSGX) charges an expense ratio of 0.84%. This is the annual fee deducted from fund assets to cover management and operations.

How big is FRSGX?

Franklin Small-Mid Cap Growth A (FRSGX) manages $3.39B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is FRSGX actively managed or an index fund?

FRSGX is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (FRSGX's is 0.84%) in exchange for the discretion to over- or under-weight positions.

When was FRSGX launched?

Franklin Small-Mid Cap Growth A (FRSGX) launched in February 1992 and is managed by Franklin Templeton.

How has FRSGX performed?

FRSGX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.