We use cookies to understand how you use our site and to improve your experience. This includes personalizing content and advertising. To learn more, click here. By continuing to use our site, you accept our use of cookies, revised Privacy Policy and Terms of Service.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
Image: Bigstock
Outline of Franklin Small-Mid Cap Growth Advisor (FSGAX)
Franklin Small-Mid Cap Growth Advisor Fund (FSGAX - Free Report) seeks long-term capital growth. FSGAX invests at least 80% of its net assets in equity securities of small and medium-sized companies with market cap values of less than $8.5 billion. FSGAX invests in initial public offerings of securities and invests a small portion of its assets in private or illiquid securities, such as late stage venture capital financing.
This Small Growth producthas a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 3, 5 year benchmarks; 3 year 7.1% and 5 year 13.2%. To see how this fund performed compared in its category, and other #1 and #2 Ranked Mutual Funds, please click here.
The Franklin Small-Mid Cap Growth Advisor fund, as of the last filing, allocates their fund in top two major groups; Large Growth and Small Growth. Further, as of the last filing, Roper Technologies Inc, Equinix Inc and Costar Group Inc were the top holdings for FSGAX.
This Zacks Rank #3 (Hold) was incepted in February 1992 and is managed by Franklin/Temp. FSGAX carries an expense ratio of 0.71% and requires a minimal initial investment of $100,000.
Want key mutual fund info delivered straight to your inbox?
Zacks’ free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >>