SMYIX Mutual Fund

SMYIX Mutual Fund (Franklin Global Equity Fund Class I) is managed by Franklin Templeton Investments (US) with $187.1M in net assets. SMYIX expense ratio is 0.95%, holding 152 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2003-05-20.

SMYIX performance shows a YTD return of 11.56%. The 1-year return is 14.52% and the 5-year return is 13.21%. SMYIX dividend yield stands at 0.68%, paid annually.

SMYIX top holdings include Nvidia Corp (6.2%), Apple Inc (5.1%), Microsoft Corp (3.5%), Alphabet Inc (2.5%), Ift - Money Market Port (2.4%). Go to all SMYIX holdings, SMYIX sectors, or SMYIX dividends.

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