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Franklin Small-Mid Cap Growth Adv (FSGAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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41.17-0.30 (-0.72%)
At close: 08:01PM EDT

Franklin Small-Mid Cap Growth Adv

San Mateo, CA 94403-1906

One Franklin Parkway

Franklin Strategic Series

Management information
John P. Scandalios,Lead manager since 31 August 2016
John P. Scandalios is a vice president, research analyst and portfolio manager with Franklin Equity Group. He is the co-manager of the Franklin Technology Fund, Franklin Small-Mid Cap Growth Fund and is a member of the Technology/Communications Research Team. Mr. Scandalios specializes in research analysis of the semiconductor industry. Mr. Scandalios joined Franklin Templeton Investments(FTI) as an analyst in 1996. Prior to FTI, he completed the management-training program at Chase Manhattan in New York, and was an assistant portfolio manager for Chase Private Bank in Los Angeles.
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

CategoryMid-Cap Growth
Fund familyFranklin Templeton Investments
Net assets4.19B
YTD return7.06%
Yield0.00%
Morningstar rating★★★
Inception date30 Dec 1996

Fund operations

Last dividendN/A
Last cap gain5.00
Holdings turnover27.75%
Average for categoryN/A

Fees and expenses

ExpenseFSGAXCategory average
Annual report expense ratio (net)0.65%1.09%
Prospectus net expense ratio0.65%N/A
Prospectus gross expense ratio0.67%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.36%
Max deferred sales loadN/A1.27%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A