Back to top
more

Franklin Us Small Cap Equity Fund Class Is: (MF: LMBMX)

(NASDAQ Mutual Funds) As of Nov 2, 2026 06:23 PM ET

$17.26 USD

-0.12 (-0.69%)

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Sep 30, 2026

Total Return %* Percentile Rank Objective
YTD 16.84 16
3 months -3.68 10
6 months 15.83 12
1 Year 19.56 20
3 Year 21.38 8
5 Year 10.05 9
10 Year 10.92 22

* 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) NA

Load Adjusted Returns as of Sep 30, 2026

1 Year 19.56
5 Year 10.04
10 Year 10.92
Since Inception 11.01

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 0.86 20.26 -3.68 NA
2025 -8.42 11.58 15.14 2.32
2024 7.16 -3.30 7.78 -1.37
2023 0.27 4.89 -2.01 15.41
2022 -5.46 -16.07 -2.43 9.90
2021 21.50 5.26 -0.90 2.92

Annual Return

20262025202420232022202120202019201820172016
% Total Return 16.8320.3910.1518.94-14.9230.4311.5020.91-15.338.9720.01
% Total Return Rel to Index 4.092.17-14.87-7.303.281.75-6.90-10.57-10.94-12.828.07
% Total Return Rel to Peer 5.3113.09-1.772.864.5911.12-7.49-4.51-4.56-6.624.06
% Perf Quintile vs Peer* 2.001.004.002.002.001.003.005.005.005.003.00
% Dividends 0.000.060.150.060.130.000.140.060.060.250.09
% Yield 0.330.381.080.451.070.021.020.510.521.670.63
Capital Gains ($) 0.280.930.420.430.523.260.360.141.140.980.66
Expense Ratio 0.750.750.750.750.750.750.750.750.750.750.75

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