SMYSX Mutual Fund

SMYSX Mutual Fund (Franklin Global Equity Fund Class IS) is managed by Franklin Templeton Investments (US) with $39.5M in net assets. SMYSX expense ratio is 0.83%, holding 129 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2019-08-09.

SMYSX performance shows a YTD return of 10.92%. The 1-year return is 24.66% and the 5-year return is 13.81%. SMYSX dividend yield stands at 0.77%, paid annually.

SMYSX top holdings include Nvidia Corp (5.7%), Apple, Inc (4.9%), Microsoft Corp (3.3%), Alphabet Inc,class A (2.7%), Amazon.Com Inc (2.4%). Go to all SMYSX holdings, SMYSX sectors, or SMYSX dividends.

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