Franklin Small-Mid Cap Growth Fund (FRSGX)
The fund invests at least 80% of its net assets in the equity securities of small-capitalization and mid-capitalization companies. Small-cap companies are companies within the market capitalization range of companies in the Russell 2500™ Index and mid-cap companies are companies within the market capitalization range of companies in the Russell Midcap Index, at the time of purchase. It, from time to time, may have significant positions in particular sectors such as information technology, consumer discretionary, healthcare and industrials.
Fund Info
US3547131090
354713109
Feb 14, 1992
$1,000
Mid-Cap
Growth
Expense Ratio
FRSGX features an expense ratio of 0.85%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Franklin Small-Mid Cap Growth Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Franklin Small-Mid Cap Growth Fund had a return of 3.73% year-to-date (YTD) and 13.26% in the last 12 months. Over the past 10 years, Franklin Small-Mid Cap Growth Fund had an annualized return of 0.58%, while the S&P 500 had an annualized return of 11.04%, indicating that Franklin Small-Mid Cap Growth Fund did not perform as well as the benchmark.
FRSGX
3.73%
-1.89%
11.73%
13.26%
2.92%
0.58%
^GSPC (Benchmark)
2.24%
-1.20%
6.72%
18.21%
12.53%
11.04%
Monthly Returns
The table below presents the monthly returns of FRSGX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 6.03% | 3.73% | |||||||||||
| 2024 | -0.94% | 6.29% | 1.60% | -6.25% | 0.99% | 1.24% | -0.64% | 3.05% | 2.44% | 0.61% | 9.61% | -6.10% | 11.36% |
| 2023 | 9.02% | -0.83% | 2.24% | -2.52% | -0.34% | 7.42% | 3.27% | -2.43% | -5.77% | -5.16% | 13.21% | 8.16% | 27.20% |
| 2022 | -14.47% | -2.58% | 1.76% | -12.18% | -5.99% | -6.82% | 10.87% | -3.89% | -8.78% | 5.01% | 5.17% | -11.25% | -37.86% |
| 2021 | 0.13% | 2.86% | -2.61% | 5.73% | -3.52% | 7.85% | 0.85% | 3.65% | -4.63% | 6.48% | -5.14% | -14.61% | -5.12% |
| 2020 | 2.32% | -4.75% | -14.83% | 18.33% | 14.65% | 4.21% | 7.84% | 3.50% | 1.12% | 0.39% | 12.25% | -4.14% | 43.08% |
| 2019 | 11.47% | 6.40% | 1.48% | 4.47% | -5.27% | 6.53% | 2.13% | -3.42% | -2.92% | 1.95% | 4.83% | -14.74% | 10.72% |
| 2018 | 5.04% | -2.13% | 0.61% | -1.23% | 3.80% | -0.19% | 2.33% | 4.86% | 0.10% | -9.97% | 2.41% | -20.13% | -16.28% |
| 2017 | 4.33% | 2.64% | 0.27% | 1.18% | 1.92% | 0.23% | 1.65% | 0.81% | 1.64% | 2.82% | 2.85% | -8.64% | 11.67% |
| 2016 | -8.61% | -0.68% | 6.96% | 1.50% | 2.23% | -1.08% | 5.65% | 0.44% | 0.61% | -4.36% | 3.32% | -6.89% | -2.11% |
| 2015 | -1.33% | 7.40% | 1.23% | -1.03% | 1.98% | -0.77% | 0.46% | -6.18% | -4.21% | 3.76% | 1.24% | -12.32% | -10.65% |
| 2014 | -1.34% | 5.74% | -2.64% | -2.91% | 1.68% | 4.94% | -3.31% | 5.27% | -4.35% | 3.26% | 2.10% | -18.36% | -11.83% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FRSGX is 35, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Franklin Small-Mid Cap Growth Fund (FRSGX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Franklin Small-Mid Cap Growth Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Franklin Small-Mid Cap Growth Fund was 72.02%, occurring on Nov 20, 2008. The portfolio has not yet recovered.
The current Franklin Small-Mid Cap Growth Fund drawdown is 31.87%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -72.02% | Mar 10, 2000 | 2182 | Nov 20, 2008 | — | — | — |
| -42.62% | Oct 14, 1997 | 258 | Oct 8, 1998 | 189 | Jun 30, 1999 | 447 |
| -27.56% | Jan 13, 1993 | 30 | Feb 23, 1993 | 243 | Jan 28, 1994 | 273 |
| -19.19% | Mar 18, 1994 | 71 | Jun 24, 1994 | 179 | Mar 2, 1995 | 250 |
| -15.97% | May 28, 1996 | 42 | Jul 24, 1996 | 46 | Sep 26, 1996 | 88 |
Volatility
Volatility Chart
The current Franklin Small-Mid Cap Growth Fund volatility is 3.85%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.