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Franklin Small-mid Cap Growth Fund Class A: (MF: FRSGX)

(NASDAQ Mutual Funds) As of Jun 24, 2026 05:41 PM ET

$39.47 USD

+0.34 (0.87%)

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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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of May 31, 2026

Total Return %* Percentile Rank Objective
YTD 6.23 90
3 months 4.19 72
6 months 4.96 90
1 Year 9.44 92
3 Year 12.92 81
5 Year 1.95 85
10 Year 10.76 40

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 148.03
Bear Market (10/07 - 2/09) -52.86
Bull Market (2/09 - 3/21) 783.27

Load Adjusted Returns as of May 31, 2026

1 Year 1.70
5 Year -0.83
10 Year 9.43
Since Inception 9.71

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -4.32 NA NA NA
2025 -8.38 13.73 1.98 -3.30
2024 6.97 -4.15 4.88 3.54
2023 10.54 4.35 -5.05 16.13
2022 -15.21 -23.06 -2.79 4.55
2021 0.29 10.00 -0.31 -0.08

Annual Return

20262025202420232022202120202019201820172016
% Total Return 6.232.7411.3627.20-33.709.9055.9531.81-4.6021.524.32
% Total Return Rel to Index -3.17-15.47-13.660.95-15.50-18.7737.550.32-0.21-0.26-7.61
% Total Return Rel to Peer -8.73-4.55-0.5611.12-14.18-9.4036.956.376.165.92-11.62
% Perf Quintile vs Peer* 5.004.003.001.005.004.001.001.001.002.005.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.003.030.000.001.886.924.146.194.143.102.11
Expense Ratio 0.000.860.850.880.840.850.870.871.000.940.95

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