| 15.10 Net Asset Value | -0.07% 1 Day | +21.29% Year-to-Date | Overall Morningstar Rating |
| Small growth Style or Category | 5.75 Sales Expenses | 1.37% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | +6.94% | 3 years | +18.75% | |
| 3 months | +8.47% | 5 years | +11.21% | |
| 1 year | +29.11% | Since inception | +5.55% |
| FSGRX | Category | |
|---|---|---|
| Performance 5-yr return | +11.21% | +8.20% |
| Expense ratio | 1.37% | 1.48% |
| Risk 5 year sharpe ratio | 0.53 | 0.39 |
| Net assets | $512.6M | $699.1M |
| Average market cap | $1.4B | $2.1B |
| Average P/E | 25.7 | 22.9 |
| Portfolio turnover | 50% | 50% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Franklin Templeton Investment Funds |
| Fund manager & tenure | Michael McCarthy / 13 Years |
| Minimal initial investment | $1,000.00 |
| Minimum IRA investment | $250.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Hardware | 17.39% |
| Healthcare | 15.24% |
| Business service | 9.88% |
| Consumer goods | 9.44% |
| Financial service | 8.49% |
| SFLY Shutterfly, Inc. | 1.82% |
| LSCC Lattice Semiconductor | 1.80% |
| MINI Mobile Mini Inc | 1.79% |
| EPAY Bottomline Technologies, Inc. | 1.76% |
| SMTC Semtech Corporation | 1.67% |
| MTW Manitowoc Co Inc | 1.62% |
| FARO Faro Technologies, Inc. | 1.52% |
| EVR Evercore Partners Inc | 1.51% |
| DXCM DexCom, Inc. | 1.50% |
| PRXL Parexel International Corporation | 1.47% |
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