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

(NASDAQ Mutual Funds) As of Jul 28, 2025 08:00 PM ET

$41.76 USD

+0.06 (0.14%)

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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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2025

Total Return %* Percentile Rank Objective
YTD 4.19 3
3 months 13.73 9
6 months 4.19 3
1 Year 13.16 7
3 Year 14.47 9
5 Year 7.40 79
10 Year 9.32 11

* 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) 743.12

Load Adjusted Returns as of Jun 30, 2025

1 Year 7.26
5 Year 6.25
10 Year 8.74
Since Inception 10.13

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -8.38 13.73 NA NA
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
2020 -16.98 41.36 12.86 17.74

Annual Return

20252024202320222021202020192018201720162015
% Total Return 4.1911.3627.20-33.709.9055.9531.81-4.6021.524.32-1.96
% Total Return Rel to Index -2.01-13.660.95-15.50-18.7737.550.32-0.21-0.26-7.61-3.35
% Total Return Rel to Peer 5.98-0.5611.12-14.18-9.4036.956.376.165.92-11.622.76
% Perf Quintile vs Peer* 0.000.001.005.004.001.001.001.002.005.002.00
% 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 ($) 0.000.000.001.886.924.146.194.143.102.113.14
Expense Ratio 0.000.850.880.840.850.870.871.000.940.950.94

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