Franklin Small Cap Growth R6 (FSMLX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Franklin Small Cap Growth R6
San Mateo, CA 94403-1906
One Franklin Parkway
Franklin Strategic Series
Management information
Bradley T. Carris,Lead manager since 30 March 2004
Bradley Carris is a vice president, portfolio manager and research analyst with Franklin Equity Group. He is a member of the Franklin Small Cap Growth portfolio management team. He specializes in research analysis of the specialty finance and bank industries while leading the financial and business services team. His prior research experience includes analysis of European communications service providers.
Prior to his employment with Franklin Templeton Investments, Mr. Carris was a commissioned officer in the United States Navy and a manager for Accenture PLC's Communications and High Tech Industry Group.
Mr. Carris joined Franklin Templeton in 2001 after receiving an M.B.A. from Columbia Business School. He received a B.A. from Duke University in 1992. He is a Chartered Financial Analyst (CFA) charterholder and member of the CFA Society of San Francisco and the CFA Institute.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategorySmall Growth
Fund familyFranklin Templeton Investments
Net assets2.79B
YTD return1.78%
Yield0.00%
Morningstar rating★★★
Inception date1 Jan 2002
Fund operations
Last dividendN/A
Last cap gain2.00
Holdings turnover16.86%
Average for categoryN/A
Fees and expenses
ExpenseFSMLXCategory average
Annual report expense ratio (net)0.67%1.21%
Prospectus net expense ratio0.67%N/A
Prospectus gross expense ratio0.69%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.40%
Max deferred sales loadN/A1.27%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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