LMBMX Mutual Fund

LMBMX Mutual Fund (Franklin US Small Cap Equity Fund Class IS) is managed by Franklin Templeton Investments (US) with $5.8M in net assets. LMBMX expense ratio is 0.75%, holding 259 positions across sectors including Health Care, Information Technology, Financials. Inception date: 2012-03-23.

LMBMX performance shows a YTD return of 19.01%. The 1-year return is 36.96% and the 5-year return is 11.99%. LMBMX dividend yield stands at 2.00%, paid annually.

LMBMX 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 LMBMX holdings, LMBMX sectors, or LMBMX dividends.

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