SMYIX Mutual Fund

SMYIX Mutual Fund (Franklin Global Equity Fund Class I) is managed by Franklin Templeton Investments (US) with $189.9M in net assets. SMYIX expense ratio is 0.95%, holding 129 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2003-05-20.

SMYIX performance shows a YTD return of 10.85%. The 1-year return is 24.54% and the 5-year return is 13.84%. SMYIX dividend yield stands at 0.68%, paid annually.

SMYIX top holdings include Nvidia Corp. (6.1%), Apple, Inc (4.2%), Microsoft Corp (3.2%), Alphabet Inc. C (3.2%), Amazon.Com Inc (2.6%). 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.