FSMRX Mutual Fund

FSMRX Mutual Fund (Franklin Small - Mid Cap Growth Fund Class R) is managed by Franklin Templeton Investments (US) with $50.7M in net assets. FSMRX expense ratio is 1.09%, holding 89 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 1992-02-14.

FSMRX performance shows a YTD return of 3.84%. The 1-year return is 1.04% and the 5-year return is -0.28%. FSMRX dividend yield stands at 9.38%, paid annually.

FSMRX top holdings include Datadog Inc (3.6%), Ift - Money Market Port (3.4%), Comfort Systems USA Inc. (3.3%), Cloudflare Inc (180 Day Lockup) (3.0%), Targa Resources Corp Preferred (2.6%). Go to all FSMRX holdings, FSMRX sectors, or FSMRX dividends.

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