- 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 $3.70B 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 a passive index fund — it tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (FRSGX's is 0.84%) because there's no security selection cost.
- 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.
