LMBCX Mutual Fund

LMBCX Mutual Fund (Franklin US Small Cap Equity Fund Class C) is managed by Franklin Templeton Investments (US) with $1.6M in net assets. LMBCX expense ratio is 2.05%, holding 259 positions across sectors including Health Care, Information Technology, Financials. Inception date: 2009-02-05.

LMBCX performance shows a YTD return of 18.19%. The 1-year return is 35.44% and the 5-year return is 9.77%. LMBCX dividend yield stands at 8.12%, paid annually.

LMBCX top holdings include Bloom Energy Corporation Com Cl A (1.6%), Nextpower Inc Class A Common Stock (1.3%), Invesco Short-term Investments Trust, Treasury Portfolio, Institutional Class 0.0102% 2021-01-07 (1.1%), Ssr Mining Inc (1.1%), Powell Industries Inc (1.0%). Go to all LMBCX holdings, LMBCX sectors, or LMBCX dividends.

LMBCX can be compared against other funds. Use LMBCX overlap to find shared positions, or LMBCX vs another fund for a side-by-side view. LMBCX alternatives are available via the screener, along with tax-loss harvesting opportunities.