Franklin Small Cap Fund Quote
| FSGRX Fund | USD 24.52 0.17 0.69% |
Performance14 of 100
| Odds Of DistressLess than 18
|
Franklin Small is trading at 24.52 as of the 13th of December 2024; that is 0.69% down since the beginning of the trading day. The fund's open price was 24.69. Franklin Small has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 13th of November 2024 and ending today, the 13th of December 2024. Click here to learn more.
The fund invests at least 80 percent 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 1.5 billion or the highest market capitalization in the Russell 2000 Index, whichever is greater, at the time of purchase. More on Franklin Small Cap
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Franklin Mutual Fund Highlights
| Fund Concentration | Franklin Templeton Investments Funds, Large Funds, Small Growth Funds, Small Growth, Franklin Templeton Investments (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of September 2022 |
| Fiscal Year End | April |
Franklin Small Cap [FSGRX] is traded in USA and was established 13th of December 2024. Franklin Small is listed under Franklin Templeton Investments category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Franklin Templeton Investments family. This fund currently has accumulated 2.65 B in assets under management (AUM) with no minimum investment requirementsFranklin Small Cap is currently producing year-to-date (YTD) return of 19.86%, while the total return for the last 3 years was 3.11%.
Check Franklin Small Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Franklin Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Franklin Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Franklin Small Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Franklin Small Cap Mutual Fund Constituents
| SMTC | Semtech | Stock | Information Technology | |
| LOPE | Grand Canyon Education | Stock | Consumer Discretionary | |
| AEO | American Eagle Outfitters | Stock | Consumer Discretionary | |
| SAIA | Saia Inc | Stock | Industrials | |
| NGVT | Ingevity Corp | Stock | Materials | |
| DXCM | DexCom Inc | Stock | Health Care | |
| UNVR | Univar Inc | Stock | Industrials | |
| MHO | MI Homes | Stock | Consumer Discretionary |
Franklin Small Cap Risk Profiles
| Mean Deviation | 0.8236 | |||
| Semi Deviation | 0.6198 | |||
| Standard Deviation | 1.12 | |||
| Variance | 1.24 |
Franklin Small Against Markets
Other Information on Investing in Franklin Mutual Fund
Franklin Small financial ratios help investors to determine whether Franklin Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Franklin with respect to the benefits of owning Franklin Small security.
| Equity Valuation Check real value of public entities based on technical and fundamental data | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets |