FSGRX Rating, Research - Franklin Small Cap Growth A

Franklin Small Cap Growth A (fsgrx)

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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 = 22

Threats + Weaknesses = 5

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

Fund Management Team

Fund Description Update

Franklin Small Cap Growth A (FSGRX) Description: FSGRX is a mutual fund, which is an investment that owns a basket of assets. The FSGRX 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 average fund size classification. FSGRXs minimum initial investment amount is $1000 while the IRA minimum is $250. FSGRXs expense ratio is roughly 1%. The latest FSGRXs front end load was 6% and the back end load was 0%. The Franklin Small Cap Growth A (FSGRX) mutual fund falls under the small growth category. FSGRX focuses its investments in USA and FSGRX is not affiliated with a particular industry or fund sector. The Franklin Small Cap Growth A (FSGRX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find FSGRXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of FSGRXs 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 assets in small-cap companies. Small-cap companies are those that have a market capitalization, at the time of investment, of up to $2.5 billion or that fall within the range of the Russell 2000 Value index. It may invest up to 25% of net assets in foreign investments.

Management Analysis Update

Performance Analysis Update