Franklin Small Cap Growth Fund Class A (FSGRX)

Net Asset Value
1 Day
Overall Morningstar Rating
Small growth
Style or Category
Sales Expenses
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital growth. The fund invests at least 80% of its net assets in the equity securities of small cap companies. The equity securities in which the fund invests are predominantly common stock. Small cap companies are companies with market capitalizations not exceeding (i) $1.5 billion or (ii) the highest market capitalization in the Russell 2000- Index- whichever is greater- at the time of purchase. It may invest in equity securities of larger companies. The fund- from time to time- may have significant positions in particular sectors such as information technology- industrials- consumer discretionary and healthcare.


1 month+2.82% 3 years+10.18%
3 months+8.17% 5 years+12.87%
1 year+32.17% Since inception+7.51%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+12.87%+11.88%
Expense ratio1.12%1.27%
Risk 5 year sharpe ratio0.830.89
Net assets$2.5B$1.1B
Average market cap$2.2B$3.5B
Average P/E21.225.8
Portfolio turnover30%30%

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Fund Management and Purchase Info

Fund familyFranklin Templeton Investments
Fund manager & tenureMichael McCarthy / 18 Years
Minimal initial investment$1,000.00
Minimum IRA investment$250.00


U.S. stock91.90%
International stock4.55%
Fixed income2.12%
Top 5 Sectors
Portfolio weighting
Hardware 17.39%
Healthcare 15.24%
Business service 9.88%
Consumer goods 9.44%
Financial service 8.49%
Top 10 Holdings
Portfolio weighting
NVRO Nevro Corp1.82%
TWOU 2U Inc1.80%
MRCY Mercury Systems Inc1.79%
ECOL US Ecology Inc1.71%
DXCM DexCom Inc1.71%
IDTI Integrated Device Technology Inc1.68%
IRTC Irhythm Technologies Inc1.57%
ALGT Allegiant Travel Co1.54%
ZEN Zendesk Inc1.53%
IPHI Inphi Corp1.44%