- 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 $663.1M 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.
