LMSIX Mutual Fund

LMSIX Mutual Fund (Franklin US Small Cap Equity Fund Class I) is managed by Franklin Templeton Investments (US) with $28.1M in net assets. LMSIX expense ratio is 1.00%, holding 302 positions across sectors including Health Care, Financials, Information Technology. Inception date: 2000-03-13.

LMSIX performance shows a YTD return of 16.64%. The 1-year return is 19.43% and the 5-year return is 9.47%. LMSIX dividend yield stands at 0.31%, paid annually.

LMSIX 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 LMSIX holdings, LMSIX sectors, or LMSIX dividends.

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