LMSIX Mutual Fund

LMSIX Mutual Fund (Franklin US Small Cap Equity Fund Class I) is managed by Franklin Templeton Investments (US) with $32.1M in net assets. LMSIX expense ratio is 1.00%, holding 259 positions across sectors including Health Care, Information Technology, Financials. Inception date: 2000-03-13.

LMSIX performance shows a YTD return of 19.00%. The 1-year return is 36.83% and the 5-year return is 10.90%. LMSIX dividend yield stands at 1.87%, paid semi-annually.

LMSIX 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 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.