LMBAX Mutual Fund

LMBAX Mutual Fund (Franklin US Small Cap Equity Fund Class A) is managed by Franklin Templeton Investments (US) with $115.3M in net assets. LMBAX expense ratio is 1.30%, holding 259 positions across sectors including Health Care, Information Technology, Financials. Inception date: 2009-02-05.

LMBAX performance shows a YTD return of 18.73%. The 1-year return is 36.38% and the 5-year return is 10.57%. LMBAX dividend yield stands at 1.65%, paid annually.

LMBAX 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 (1.1%), S S R Mining Inc. (1.1%), Powell Industries Electrical Equipment (1.0%). Go to all LMBAX holdings, LMBAX sectors, or LMBAX dividends.

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