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

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

$32.90 USD

+0.23 (0.70%)

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 6.17 94
3 months 0.03 75
6 months 4.18 87
1 Year 2.24 94
3 Year 9.75 87
5 Year -0.68 92
10 Year 9.97 51

* 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) 746.69

Load Adjusted Returns as of Aug 31, 2026

1 Year 8.21
5 Year 0.87
10 Year 11.00
Since Inception 10.05

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -4.39 14.92 NA NA
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 6.162.4911.0926.85-33.839.6355.5831.47-4.8221.244.05
% Total Return Rel to Index -5.57-15.72-13.920.61-15.63-19.0437.18-0.01-0.43-0.55-7.87
% Total Return Rel to Peer -12.14-4.80-0.8210.77-14.31-9.6836.586.045.955.64-11.89
% Perf Quintile vs Peer* 5.004.003.001.005.005.001.002.002.002.005.00
% 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 1.091.091.101.131.091.091.111.111.241.181.20

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