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Franklin Small -mid Cap Growth Fund Advisor Class: (MF: FSGAX)

(NASDAQ Mutual Funds) As of Oct 5, 2026 05:30 PM ET

$48.67 USD

+0.35 (0.72%)

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 Aug 31, 2026

Total Return %* Percentile Rank Objective
YTD 6.52 93
3 months 0.16 75
6 months 4.43 86
1 Year 2.76 94
3 Year 10.30 85
5 Year -0.20 90
10 Year 10.51 38

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 151.18
Bear Market (10/07 - 2/09) -52.70
Bull Market (2/09 - 3/21) 823.69

Load Adjusted Returns as of Aug 31, 2026

1 Year 8.76
5 Year 1.37
10 Year 11.55
Since Inception 10.60

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -4.25 15.04 NA NA
2025 -8.34 13.82 2.06 -3.26
2024 7.06 -4.10 4.95 3.61
2023 10.59 4.43 -5.01 16.21
2022 -15.17 -23.02 -2.71 4.62
2021 0.35 10.07 -0.23 -0.01

Annual Return

20262025202420232022202120202019201820172016
% Total Return 6.523.0011.6527.49-33.5410.1856.3432.17-4.4121.814.61
% Total Return Rel to Index -5.26-15.21-13.361.24-15.33-18.4937.940.68-0.020.02-7.32
% Total Return Rel to Peer -11.82-4.30-0.2611.41-14.02-9.1237.356.736.366.21-11.33
% 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 0.590.590.600.630.590.600.620.620.750.690.70

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