LMBAX Mutual Fund

LMBAX Mutual Fund (Franklin US Small Cap Equity Fund Class A) is managed by Franklin Templeton Investments (US) with $111.1M in net assets. LMBAX expense ratio is 1.30%, holding 302 positions across sectors including Health Care, Financials, Information Technology. Inception date: 2009-02-05.

LMBAX performance shows a YTD return of 16.35%. The 1-year return is 19.07% and the 5-year return is 9.14%. LMBAX dividend yield stands at 0.01%, paid annually.

LMBAX top holdings include Ift - Money Market Port (4.1%), 10x Genomics Inc Com Usd 1 Cl A (1.2%), Ssr Mining Inc (0.9%), Brightsphere Investment Group Plc (0.9%), Par Pacific Holdings Inc (0.8%). 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.