Franklin Global Equity Fund Class I

Frequently Asked Questions About SMYIX

What does SMYIX invest in?

The fund invests primarily in the common stock of U.S. and non-U.S. issuers. Under normal circumstances, it invests at least 80% of its assets in equity and equity-related securities. Equity securities include exchange-traded and over-the-counter (OTC) common and preferred stocks, warrants and rights, securities convertible into common stocks, and securities of other investment companies and of real estate investment trusts ("REITs").

What is the expense ratio of SMYIX?

Franklin Global Equity Fund Class I (SMYIX) charges an expense ratio of 0.95%. This is the annual fee deducted from fund assets to cover management and operations.

How big is SMYIX?

Franklin Global Equity Fund Class I (SMYIX) manages $676.9M 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 SMYIX actively managed or an index fund?

SMYIX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was SMYIX launched?

Franklin Global Equity Fund Class I (SMYIX) launched in May 2003 and is managed by Franklin Templeton.

How has SMYIX performed?

SMYIX'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.