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Franklin Us Small Cap Equity Fund Class Fi: (MF: LGSCX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:58 PM ET

$14.21 USD

+0.05 (0.35%)

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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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 4.82 74
3 months 4.33 71
6 months 11.14 40
1 Year 29.09 9
3 Year 15.44 13
5 Year 9.20 18
10 Year 10.97 46

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 92.24
Bear Market (10/07 - 2/09) -54.26
Bull Market (2/09 - 3/21) 763.98

Load Adjusted Returns as of Feb 28, 2026

1 Year 19.76
5 Year 11.33
10 Year 9.57
Since Inception 7.97

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -8.56 11.39 15.11 2.14
2024 6.97 -3.38 7.69 -1.49
2023 0.19 4.73 -2.15 15.37
2022 -5.59 -16.20 -2.50 9.73
2021 21.36 5.17 -1.08 2.89

Annual Return

20262025202420232022202120202019201820172016
% Total Return 4.8219.769.6418.46-15.3629.9110.9620.42-15.748.4419.47
% Total Return Rel to Index 3.231.54-15.37-7.772.841.22-7.43-11.06-11.34-13.357.53
% Total Return Rel to Peer 0.0312.46-2.272.384.1510.59-8.02-5.00-4.96-7.153.52
% Perf Quintile vs Peer* 3.001.000.002.002.002.004.005.005.005.003.00
% Dividends 0.000.000.100.010.020.000.050.010.000.200.09
% Yield 0.000.010.740.010.240.000.410.150.001.360.67
Capital Gains ($) 0.000.930.420.430.523.260.360.141.140.980.66
Expense Ratio 0.001.201.201.201.201.201.201.201.201.201.20

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