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Franklin Us Small Cap Equity Fund Class A: (MF: LMBAX)

(NASDAQ Mutual Funds) As of May 8, 2026 05:43 PM ET

$17.12 USD

+0.11 (0.65%)

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 Mar 31, 2026

Total Return %* Percentile Rank Objective
YTD 0.79 52
3 months 0.79 52
6 months 3.00 46
1 Year 32.08 8
3 Year 16.13 8
5 Year 7.32 16
10 Year 9.79 39

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) 771.11

Load Adjusted Returns as of Mar 31, 2026

1 Year 25.19
5 Year 6.17
10 Year 9.21
Since Inception 12.90

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 0.79 NA NA NA
2025 -8.49 11.42 15.08 2.18
2024 6.99 -3.38 7.71 -1.56
2023 0.27 4.70 -2.10 15.33
2022 -5.61 -16.17 -2.53 9.69
2021 21.39 5.26 -1.03 2.86

Annual Return

20262025202420232022202120202019201820172016
% Total Return 0.7919.909.6018.54-15.4130.0811.0220.43-15.598.4219.42
% Total Return Rel to Index 4.111.68-15.42-7.702.791.40-7.38-11.05-11.20-13.377.49
% Total Return Rel to Peer -1.9412.60-2.322.464.1010.76-7.97-5.00-4.81-7.173.47
% Perf Quintile vs Peer* 4.001.004.002.002.002.004.005.005.005.003.00
% Dividends 0.000.000.090.010.030.000.090.020.010.190.04
% Yield 0.000.010.010.010.320.020.700.170.041.260.27
Capital Gains ($) 0.000.930.420.430.523.260.360.141.140.980.66
Expense Ratio 0.001.201.201.201.201.191.141.121.131.191.19

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