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Franklin Us Small Cap Equity Fund Class C: (MF: LMBCX)
(NASDAQ Mutual Funds) As of Dec 18, 2025 05:53 PM ET
$12.72 USD
+0.10 (0.79%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Nov 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 19.61 | 2 |
| 3 months | 6.36 | 17 |
| 6 months | 23.97 | 7 |
| 1 Year | 9.21 | 4 |
| 3 Year | 13.23 | 16 |
| 5 Year | 12.13 | 14 |
| 10 Year | 8.25 | 61 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 636.92 |
Load Adjusted Returns as of Nov 30, 2025
| 1 Year | 8.70 |
| 5 Year | 14.54 |
| 10 Year | 8.34 |
| Since Inception | 12.26 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -8.71 | 11.28 | 14.86 | NA |
| 2024 | 6.81 | -3.58 | 7.45 | -1.67 |
| 2023 | 0.10 | 4.56 | -2.41 | 15.20 |
| 2022 | -5.78 | -16.37 | -2.67 | 9.44 |
| 2021 | 21.17 | 4.98 | -1.26 | 2.69 |
| 2020 | -34.46 | 27.18 | 3.75 | 27.41 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 19.60 | 8.81 | 17.67 | -16.07 | 28.98 | 10.18 | 19.51 | -16.19 | 7.61 | 18.57 | -5.69 |
| % Total Return Rel to Index | 2.10 | -16.20 | -8.56 | 2.12 | 0.30 | -8.21 | -11.97 | -11.80 | -14.18 | 6.64 | -7.08 |
| % Total Return Rel to Peer | 12.06 | -3.10 | 1.60 | 3.43 | 9.66 | -8.80 | -5.91 | -5.41 | -7.98 | 2.62 | -0.96 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 2.00 | 2.00 | 4.00 | 5.00 | 5.00 | 5.00 | 3.00 | 4.00 |
| % Dividends | 0.00 | 0.05 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.09 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.43 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.63 | 0.00 | 0.00 |
| Capital Gains ($) | 0.03 | 0.42 | 0.43 | 0.52 | 3.26 | 0.36 | 0.14 | 1.14 | 0.98 | 0.66 | 0.86 |
| Expense Ratio | 1.93 | 1.92 | 1.95 | 1.95 | 1.95 | 1.91 | 1.93 | 1.83 | 1.95 | 1.95 | 1.95 |
* 1 = Top 20%, 5 = Bottom 20%