FRSGX Rating, Research - Franklin Small-Mid Cap Growth A

Franklin Small-Mid Cap Growth A (frsgx)

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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 = 38

Threats + Weaknesses = 29

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

Fund Management Team

Fund Description Update

Franklin Small-Mid Cap Growth A (FRSGX) Description: FRSGX is a mutual fund, which is an investment that owns a basket of assets. The FRSGX 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 long management tenure and is in the large fund size classification. FRSGXs minimum initial investment amount is $1000 while the IRA minimum is $250. FRSGXs expense ratio is roughly 1%. The latest FRSGXs front end load was 6% and the back end load was 0%. The Franklin Small-Mid Cap Growth A (FRSGX) mutual fund falls under the mid-cap growth category. FRSGX focuses its investments in USA and FRSGX is not affiliated with a particular industry or fund sector. The Franklin Small-Mid Cap Growth A (FRSGX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find FRSGXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of FRSGXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks to provide shareholders with growth of capital. The fund invests at least 80% of assets in the common stocks (see stock research) of mid-capitalization companies. The advisor defines mid-cap companies as those whose market capitalization falls within the range of the companies that comprise the Russell Midcap(R) Growth index.

Management Analysis Update

Performance Analysis Update