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Franklin Small-Mid Cap Growth R (FSMRX) Fund Ranking and Research

Ranking, Research and Recommendation of Franklin Small-Mid Cap Growth R (FSMRX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Franklin Small-Mid Cap Growth R Fund (FSMRX) ManagerFund Manager - Edward Jamieson

Fund Manager Information

Fund Manager Tenure: 27.8 years
Fund Family: Franklin Templeton Investments
Fund Category: Mid-Cap Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.51)     (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 R Fund (FSMRX) ProfileFranklin Small-Mid Cap Growth R Fund (FSMRX) Profile

Fund Profile and Description

Franklin Small-Mid Cap Growth R Fund seeks long-term capital growth. Franklin Small-Mid Cap Growth R 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 R Fund, from time to time, may have significant positions in particular sectors such as technology.

 

Franklin Small-Mid Cap Growth R (FSMRX) Fund Strength What we like about Franklin Small-Mid Cap Growth R (FSMRX) Fund

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

  • Franklin Small-Mid Cap Growth R Fund (FSMRX) management has been with Franklin Small-Mid Cap Growth R Fund for 27.8 years
  • Franklin Small-Mid Cap Growth R Fund (FSMRX) ratio of up-years vs down years is greater than 2
  • Asset base in Franklin Small-Mid Cap Growth R Fund (FSMRX) 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 R Fund (FSMRX) 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 R management does not trade extensively for its return.
  • Franklin Small-Mid Cap Growth R Fund (FSMRX) 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 R Fund (FSMRX) has a lower expense ratio than its Mid-Cap Growth average: 1.19% vs 1.28%

Franklin Small-Mid Cap Growth R Fund (FSMRX) Weakness What we are cautious about Franklin Small-Mid Cap Growth R (FSMRX) Fund

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

  • Franklin Small-Mid Cap Growth R Fund (FSMRX) has a less-than-ideal short-term performance (1-year return -9.04% vs -5.73% Mid-Cap Growth category median performance)
  • Franklin Small-Mid Cap Growth R Fund (FSMRX) has a less-than-ideal mid-term performance (3-year return 7.96% vs 8.38% Mid-Cap Growth category median performance)
  • Franklin Small-Mid Cap Growth R Fund (FSMRX) has a less-than-ideal Long-term performance (5-year return 7.12% vs 7.70% Mid-Cap Growth category median performance)
  • Franklin Small-Mid Cap Growth R Fund (FSMRX) has a Morningstar rating of 3 and below
  • Franklin Small-Mid Cap Growth R Fund (FSMRX) is less safe compared to its Mid-Cap Growth peers
  • Even though Franklin Small-Mid Cap Growth R Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See Franklin Small-Mid Cap Growth R Fund (FSMRX) performance details as of May 30, 2016

 

What do you think?

 

Compare Franklin Small-Mid Cap Growth R Fund (FSMRX)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 R0.63-9.047.967.12
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 R Fund (FSMRX)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 R Fund (FSMRX) Net Asset TrackingFranklin Small-Mid Cap Growth R (FSMRX) Fund Net Asset

Track net asset change of Franklin Small-Mid Cap Growth R fund (FSMRX)

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 R Fund (FSMRX)

  

Graph of Franklin Small-Mid Cap Growth R Fund (FSMRX) Portfolio TrackingFranklin Small-Mid Cap Growth R (FSMRX) Fund Portfolio Allocation

Track portfolio allocation change of Franklin Small-Mid Cap Growth R fund (FSMRX)

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 R Fund (FSMRX)

 

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

Discover what Franklin Small-Mid Cap Growth R Fund (FSMRX) 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 R Fund (FSMRX)

  

Latest News on Franklin Small-Mid Cap Growth R (FSMRX) Fund

See what is happening with Franklin Small-Mid Cap Growth R Fund (FSMRX)

 

Franklin Small-Mid Cap Growth R Fund (FSMRX) Related ResourcesSee more information on Franklin Small-Mid Cap Growth R (FSMRX) Fund

Popular pages on Franklin Small-Mid Cap Growth R (FSMRX) Fund

  

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