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Franklin Small-mid Cap Growth Fund - Class R: (MF: FSMRX)

(NASDAQ Mutual Funds) As of Feb 27, 2026 05:31 PM ET

$31.06 USD

-0.31 (-0.99%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jan 31, 2026

Total Return %* Percentile Rank Objective
YTD 0.33 95
3 months -2.28 97
6 months -3.04 97
1 Year -2.99 92
3 Year 9.97 50
5 Year 0.98 85
10 Year 10.94 42

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 144.69
Bear Market (10/07 - 2/09) -53.01
Bull Market (2/09 - 3/21) 700.11

Load Adjusted Returns as of Jan 31, 2026

1 Year 2.49
5 Year 0.93
10 Year 9.91
Since Inception 9.90

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -8.45 13.68 1.91 -3.36
2024 6.94 -4.23 4.81 3.48
2023 10.44 4.30 -5.13 16.08
2022 -15.24 -23.13 -2.80 4.48
2021 0.22 9.95 -0.37 -0.13

Annual Return

20262025202420232022202120202019201820172016
% Total Return 0.322.4911.0926.85-33.839.6355.5831.47-4.8221.244.05
% Total Return Rel to Index 0.00-15.72-13.920.61-15.63-19.0437.18-0.01-0.43-0.55-7.87
% Total Return Rel to Peer 0.00-4.80-0.8210.77-14.31-9.6836.586.045.955.64-11.89
% Perf Quintile vs Peer* 0.000.000.001.005.005.001.002.002.002.005.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.00
% Yield NA0.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.003.030.000.001.886.924.146.194.143.102.11
Expense Ratio 0.001.111.101.131.091.091.111.111.241.181.20

* 1 = Top 20%, 5 = Bottom 20%