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Franklin Small-Mid Cap Growth Adv (FSGAX) Fund Ranking and Research

Ranking, Research and Recommendation of Franklin Small-Mid Cap Growth Adv (FSGAX) Fund

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Graph of Franklin Small-Mid Cap Growth Adv Fund (FSGAX) ManagerFund Manager - Edward Jamieson

Fund Manager Information

Fund Manager Tenure: 27.2 years
Fund Family: Franklin Templeton Investments
Fund Category: Mid-Cap Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.62)     (What does this score mean?)
Ed Jamieson is the Portfolio Manager for Franklin U.S. Small Cap Growth Fund and Senior Vice President and Chief Investment Officer of Franklin Advisers, Inc. Ed holds a Bachelor of Arts degree in sociology from Bucknell University and an MBA in accounting and finance from the University of Chicago Graduate School of Business. Ed joined the Franklin organization in March, 1987.  Get more insights on Edward Jamieson

 

Graph of Franklin Small-Mid Cap Growth Adv Fund (FSGAX) ProfileFranklin Small-Mid Cap Growth Adv Fund (FSGAX) Profile

Fund Profile and Description

Franklin Small-Mid Cap Growth Adv Fund seeks long-term capital growth. Franklin Small-Mid Cap Growth Adv Fund normally invests at least 80% of net assets in equity securities of small-cap and mid-cap 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. It may invest in equity securities of larger companies. Franklin Small-Mid Cap Growth Adv Fund, from time to time, may have significant positions in particular sectors such as technology.

 

Franklin Small-Mid Cap Growth Adv (FSGAX) Fund Strength What we like about Franklin Small-Mid Cap Growth Adv (FSGAX) Fund

Data for Franklin Small-Mid Cap Growth Adv Fund (FSGAX) as of May 30, 2016

  • Franklin Small-Mid Cap Growth Adv Fund (FSGAX) management has been with Franklin Small-Mid Cap Growth Adv Fund for 27.2 years
  • Franklin Small-Mid Cap Growth Adv Fund (FSGAX) has good mid-term performance (3-year return 8.52% vs 8.38% Mid-Cap Growth category median performance)
  • Franklin Small-Mid Cap Growth Adv Fund (FSGAX) ratio of up-years vs down years is greater than 2
  • Asset base in Franklin Small-Mid Cap Growth Adv Fund (FSGAX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Franklin Small-Mid Cap Growth Adv Fund (FSGAX) has an annual stock turnover rate of 47.98% vs Mid-Cap Growth average of 50.96%. It is good that Franklin Small-Mid Cap Growth Adv management does not trade extensively for its return.
  • Franklin Small-Mid Cap Growth Adv Fund (FSGAX) is less volatile than its peers as it has a 3-year Standard Deviation of 13.27, lower than category average of 13.49
  • Franklin Small-Mid Cap Growth Adv Fund (FSGAX) has a lower expense ratio than its Mid-Cap Growth average: 0.69% vs 1.28%
  • Franklin Small-Mid Cap Growth Adv Fund (FSGAX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Franklin Small-Mid Cap Growth Adv Fund (FSGAX) Weakness What we are cautious about Franklin Small-Mid Cap Growth Adv (FSGAX) Fund

Data for Franklin Small-Mid Cap Growth Adv Fund (FSGAX) as of May 30, 2016

  • Franklin Small-Mid Cap Growth Adv Fund (FSGAX) has a less-than-ideal short-term performance (1-year return -8.54% vs -5.73% Mid-Cap Growth category median performance)
  • Franklin Small-Mid Cap Growth Adv Fund (FSGAX) has a less-than-ideal Long-term performance (5-year return 7.67% vs 7.70% Mid-Cap Growth category median performance)
  • Franklin Small-Mid Cap Growth Adv Fund (FSGAX) has a Morningstar rating of 3 and below
See Franklin Small-Mid Cap Growth Adv Fund (FSGAX) performance details as of May 30, 2016

 

What do you think?

 

Compare Franklin Small-Mid Cap Growth Adv Fund (FSGAX)Compare with other top Mid-Cap Growth category mutual funds

Aadditional top Mid-Cap Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Franklin Small-Mid Cap Growth Adv0.87-8.548.527.67
Akre Focus Instl (AKRIX)3.591.8011.1515.02Compare
Baron Asset Instl (BARIX)1.54-1.9810.2810.08Compare
Bright Rock Mid Cap Growth Instl (BQMGX)8.534.539.875.79Compare

See top fund managers for Mid-Cap Growth Category Funds

 

Compare Franklin Small-Mid Cap Growth Adv Fund (FSGAX)Compare with Mid-Cap Growth category ETFs

Some Mid-Cap Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim S&P MidCap 400 Pure Gr ETF (RFG)000
PowerShares Russell Midcap Pure Gr ETF (PXMG)-0.83%-6.85%5.24%
RevenueShares NavellierOverall A-100 ETF (RWV)1.16%-5.74%7.25%
iShares Morningstar Mid-Cap Growth (JKH)1.51%-5.25%9.06%
Vanguard Mid-Cap Growth ETF (VOT)3.05%-4.02%9.94%

 

Graph of Franklin Small-Mid Cap Growth Adv Fund (FSGAX) Net Asset TrackingFranklin Small-Mid Cap Growth Adv (FSGAX) Fund Net Asset

Track net asset change of Franklin Small-Mid Cap Growth Adv fund (FSGAX)

DateNet Asset
05/2016$3.49B
03/2016$3.43B
02/2016$3.30B
More historic net asset information on Franklin Small-Mid Cap Growth Adv Fund (FSGAX)

  

Graph of Franklin Small-Mid Cap Growth Adv Fund (FSGAX) Portfolio TrackingFranklin Small-Mid Cap Growth Adv (FSGAX) Fund Portfolio Allocation

Track portfolio allocation change of Franklin Small-Mid Cap Growth Adv fund (FSGAX)

DateCashStockBondOther
03/20162.47%97.16%0%0.38%
12/20154%95.59%0%0.41%
09/20152.18%97.39%0%0.44%
Click here to see more historic asset allocation information on Franklin Small-Mid Cap Growth Adv Fund (FSGAX)

 

graph of Franklin Small-Mid Cap Growth Adv Fund (FSGAX) Top 10 Position TrackingTop 10 Holdings in Franklin Small-Mid Cap Growth Adv (FSGAX) Fund

Discover what Franklin Small-Mid Cap Growth Adv Fund (FSGAX) manager is buying

Mar 30, 2016
NXP Semiconductors N.V. [2.28%]
Constellation Brands, Inc. Comm [1.97%]
Roper Technologies, Inc. Common [1.92%]
Electronic Arts Inc. [1.78%]
Willis Towers Watson Public Lim [1.63%]
AMETEK, Inc. [1.6%]
Equinix, Inc. [1.58%]
Intercontinental Exchange Inc. [1.55%]
L Brands, Inc. [1.52%]
Monster Beverage Corporation [1.51%]

Dec 30, 2015
NXP Semiconductors N.V. [2.25%]
Roper Technologies, Inc. Common [1.89%]
Constellation Brands, Inc. Comm [1.77%]
Electronic Arts Inc. [1.76%]
Towers Watson & Co. [1.68%]
AMETEK, Inc. [1.62%]
Intercontinental Exchange Inc. [1.61%]
Monster Beverage Corporation [1.6%]
L Brands, Inc. [1.57%]
Signature Bank [1.48%]

Sep 29, 2015
Electronic Arts Inc. [1.71%]
NXP Semiconductors N.V. [1.7%]
AMETEK, Inc. [1.57%]
Chipotle Mexican Grill, Inc. Co [1.57%]
Roper Technologies, Inc. Common [1.54%]
Constellation Brands, Inc. Comm [1.53%]
Intercontinental Exchange Inc. [1.46%]
Monster Beverage Corporation [1.43%]
Quintiles Transnational Holding [1.38%]
L Brands, Inc. [1.37%]
Click here for Stock Holding Change Map in Franklin Small-Mid Cap Growth Adv Fund (FSGAX)

  

Latest News on Franklin Small-Mid Cap Growth Adv (FSGAX) Fund

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Franklin Small-Mid Cap Growth Adv Fund (FSGAX) Related ResourcesSee more information on Franklin Small-Mid Cap Growth Adv (FSGAX) Fund

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