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 91 positions across sectors including Information Technology, Consumer Discretionary, Industrials. 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 9.52%, paid annually.

FSMRX top holdings include Royal Caribbean Cruises Ltd. (3.6%), Howmet Aerospace Inc. (3.0%), Vertiv Holding Corp (2.8%), Monolithic Power Systems Inc Mpwr Us Equity (2.5%), Roblox Corp., Class A (2.4%). 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.