FINAX Rating, Research - Franklin Intl Small Cap Growth A

Franklin Intl Small Cap Growth A (finax)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 5

Threats + Weaknesses = 5

When strengths & opportunities substantially exceed threats & weaknesses an investment in the finax mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Franklin Intl Small Cap Growth A (FINAX) Description: FINAX is a mutual fund, which is an investment that owns a basket of assets. The FINAX mutual fund was provided by Franklin and this investment vehicle derives the majority of its value from equity holdings (stocks). Franklins mutual fund has a medium management tenure and is in the small fund size classification. FINAXs minimum initial investment amount is $1000 while the IRA minimum is $250. FINAXs expense ratio is roughly 1%. The latest FINAXs front end load was 6% and the back end load was 0%. The Franklin Intl Small Cap Growth A (FINAX) mutual fund falls under the foreign small/mid growth category. FINAX focuses its investments in EU and Japan and FINAX is not affiliated with a particular industry or fund sector. The Franklin Intl Small Cap Growth A (FINAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find FINAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of FINAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund normally invests at least 80% of net assets in a diversified portfolio of marketable equity and equity-related securities of smaller international companies. Smaller international companies are companies with market capitalizations not exceeding (i) $5 billion or the equivalent in local currencies or (ii) the highest market capitalization in the Morgan Stanley Capital International EAFE Small Cap Index. It invests predominantly in securities listed or traded on recognized international markets in developed countries included in the MSCI EAFE Small Cap Index.

Management Analysis Update

Performance Analysis Update