Franklin Small Mid Cap Fund Quote
| FRSIX Fund | USD 18.36 0.12 0.66% |
PerformanceSolid
| Odds Of DistressLow
|
Franklin Small-mid is trading at 18.36 as of the 24th of July 2025; that is 0.66 percent increase since the beginning of the trading day. The fund's open price was 18.24. Franklin Small-mid has less than a 15 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 25th of April 2025 and ending today, the 24th of July 2025. Click here to learn more.
The fund invests at least 80 percent of its net assets in the equity securities of small-capitalization and mid-capitalization companies. Small-cap companies are companies within the market capitalization range of companies in the Russell 2500 Index and mid-cap companies are companies within the market capitalization range of companies in the Russell Midcap Index, at the time of purchase. More on Franklin Small Mid Cap
Moving together with Franklin Mutual Fund
Franklin Mutual Fund Highlights
| Fund Concentration | Franklin Templeton Investments Funds, Large Funds, Mid-Cap Growth Funds, Mid-Cap Growth, Franklin Templeton Investments (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 1st of September 2022 |
| Fiscal Year End | April |
Franklin Small Mid Cap [FRSIX] is traded in USA and was established 24th of July 2025. Franklin Small-mid is listed under Franklin Templeton Investments category by Fama And French industry classification. The fund is listed under Mid-Cap Growth category and is part of Franklin Templeton Investments family. This fund currently has accumulated 3.84 B in assets under management (AUM) with no minimum investment requirementsFranklin Small Mid is currently producing year-to-date (YTD) return of 5.1%, while the total return for the last 3 years was 13.46%.
Check Franklin Small-mid Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Franklin Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Franklin Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Franklin Small Mid Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Franklin Small Mid Cap Mutual Fund Constituents
| MCHP | Microchip Technology | Stock | Information Technology | |
| NOW | ServiceNow | Stock | Information Technology | |
| DXCM | DexCom Inc | Stock | Health Care | |
| SNPS | Synopsys | Stock | Information Technology | |
| TWLO | Twilio Inc | Stock | Information Technology | |
| GPN | Global Payments | Stock | Financials | |
| WDAY | Workday | Stock | Information Technology | |
| DOCU | DocuSign | Stock | Information Technology |
Franklin Small Mid Risk Profiles
| Mean Deviation | 0.8053 | |||
| Semi Deviation | 0.6729 | |||
| Standard Deviation | 1.12 | |||
| Variance | 1.26 |
Franklin Small-mid Against Markets
Other Information on Investing in Franklin Mutual Fund
Franklin Small-mid financial ratios help investors to determine whether Franklin Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Franklin with respect to the benefits of owning Franklin Small-mid security.
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