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Franklin Us Small Cap Equity Fund Class C: (MF: LMBCX)

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

$14.33 USD

+0.09 (0.63%)

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 0.63 55
3 months 0.63 55
6 months 2.67 50
1 Year 31.25 8
3 Year 15.30 12
5 Year 6.51 23
10 Year 8.97 61

* 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) 666.75

Load Adjusted Returns as of Mar 31, 2026

1 Year 29.94
5 Year 6.50
10 Year 8.97
Since Inception 12.34

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 0.63 NA NA NA
2025 -8.71 11.28 14.86 2.02
2024 6.81 -3.58 7.45 -1.67
2023 0.10 4.56 -2.41 15.20
2022 -5.78 -16.37 -2.67 9.44
2021 21.17 4.98 -1.26 2.69

Annual Return

20262025202420232022202120202019201820172016
% Total Return 0.6319.058.8117.67-16.0728.9810.1819.51-16.197.6118.57
% Total Return Rel to Index 4.000.83-16.20-8.562.120.30-8.21-11.97-11.80-14.186.64
% Total Return Rel to Peer -2.0511.75-3.101.603.439.66-8.80-5.91-5.41-7.982.62
% Perf Quintile vs Peer* 4.001.004.002.002.002.004.005.005.005.003.00
% Dividends 0.000.000.050.000.000.000.000.000.000.090.00
% Yield 0.000.000.000.000.000.000.000.000.000.630.00
Capital Gains ($) 0.000.930.420.430.523.260.360.141.140.980.66
Expense Ratio 0.001.901.921.951.951.951.911.931.831.951.95

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