Franklin Small Cap Growth Fund (FSSAX)
The investment seeks long-term capital growth. The fund invests at least 80% of its net assets in the equity securities of small-cap companies. The equity securities in which the fund invests are predominantly common stock. Small-cap companies are companies with market capitalizations not exceeding (i) $1.5 billion or (ii) the highest market capitalization in the Russell 2000 Index, whichever is greater, at the time of purchase. It may invest in equity securities of larger companies. The fund, from time to time, may have significant positions in particular sectors such as information technology, healthcare, consumer discretionary and industrials.
Fund Info
US3547136537
May 1, 2000
$100,000
Small-Cap
Growth
Expense Ratio
FSSAX has an expense ratio of 0.78%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Franklin Small Cap Growth Fund (FSSAX) returned -7.34% year-to-date (YTD) and 0.70% over the past 12 months. Over the past 10 years, FSSAX returned 7.61% annually, underperforming the S&P 500 benchmark at 10.84%.
FSSAX
-7.34%
6.12%
-13.80%
0.70%
8.14%
6.00%
7.61%
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
Monthly Returns
The table below presents the monthly returns of FSSAX, 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 | 6.32% | -8.96% | -9.91% | 0.09% | 6.17% | -7.34% | |||||||
| 2024 | -1.28% | 7.20% | 1.33% | -5.12% | 2.59% | -1.22% | 3.67% | 0.12% | 2.34% | -0.04% | 11.31% | -7.26% | 13.02% |
| 2023 | 13.27% | -0.44% | -1.93% | -1.26% | -1.53% | 9.69% | 4.30% | -3.04% | -6.64% | -7.06% | 11.04% | 14.02% | 31.05% |
| 2022 | -11.71% | 0.39% | -1.61% | -10.46% | -4.80% | -8.22% | 9.80% | -2.01% | -8.74% | 6.81% | 3.51% | -5.88% | -30.29% |
| 2021 | 2.24% | 4.15% | -0.74% | 4.08% | -2.69% | 3.38% | -3.30% | 1.94% | -4.37% | 4.07% | -8.43% | 0.36% | -0.24% |
| 2020 | 0.60% | -7.48% | -20.56% | 19.03% | 14.83% | 4.38% | 4.84% | 4.69% | 0.15% | 0.77% | 13.28% | 7.05% | 41.69% |
| 2019 | 13.19% | 7.12% | -1.89% | 4.89% | -6.55% | 7.37% | 1.41% | -3.83% | -1.75% | 4.18% | 4.74% | 1.86% | 33.34% |
| 2018 | 4.97% | -1.62% | 2.22% | -0.89% | 7.27% | 0.34% | 0.76% | 9.37% | -2.47% | -10.78% | 2.36% | -12.32% | -3.08% |
| 2017 | 2.99% | 1.62% | 0.05% | 1.02% | -1.15% | 2.86% | 0.42% | -0.70% | 5.67% | 1.39% | 5.33% | 0.24% | 21.32% |
| 2016 | -13.76% | 0.19% | 7.45% | 3.14% | 1.61% | 0.17% | 7.23% | 2.16% | 2.37% | -6.50% | 7.16% | -0.80% | 8.64% |
| 2015 | -3.76% | 8.79% | 0.54% | -2.30% | 2.06% | 3.49% | -2.04% | -6.88% | -8.80% | 4.05% | 5.87% | -4.01% | -4.46% |
| 2014 | -2.05% | 6.49% | -0.74% | -5.10% | 0.78% | 7.35% | -7.81% | 3.97% | -5.48% | 4.36% | 0.26% | 2.97% | 3.76% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FSSAX is 12, meaning it’s performing worse than 88% of other mutual funds on our website when it comes to balancing risk and reward. Below is 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 Cap Growth Fund (FSSAX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Franklin Small Cap Growth Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.10 | $4.27 | $2.83 | $1.43 | $4.26 | $0.42 | $0.00 | $0.35 | $0.82 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.54% | 16.49% | 9.31% | 6.08% | 22.72% | 1.77% | 0.00% | 1.93% | 4.21% |
Monthly Dividends
The table displays the monthly dividend distributions for Franklin Small Cap Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 | $0.10 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.27 | $4.27 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.83 | $2.83 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.43 | $1.43 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.26 | $4.26 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.42 | $0.42 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.35 | $0.35 |
| 2014 | $0.82 | $0.82 |
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Franklin Small 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 Cap Growth Fund was 59.61%, occurring on Mar 9, 2009. Recovery took 439 trading sessions.
The current Franklin Small Cap Growth Fund drawdown is 15.79%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -59.61% | Oct 11, 2007 | 353 | Mar 9, 2009 | 439 | Dec 2, 2010 | 792 |
| -53.08% | Sep 29, 2000 | 505 | Oct 9, 2002 | 698 | Jul 20, 2005 | 1203 |
| -42.8% | Feb 16, 2021 | 338 | Jun 16, 2022 | — | — | — |
| -40.11% | Feb 20, 2020 | 20 | Mar 18, 2020 | 53 | Jun 3, 2020 | 73 |
| -34.9% | Jun 24, 2015 | 161 | Feb 11, 2016 | 347 | Jun 28, 2017 | 508 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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