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Franklin U.S. Small Cap Equity Fund (LMSIX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 23, 2026

The fund normally invests at least 80% of net assets, plus any borrowings for investment purposes, in equity securities of companies with small market capitalizations domiciled, or having their principal activities, in the United States, at the time of investment or other investments with similar economic characteristics. It may also invest in securities of foreign companies in the form of American Depositary Receipts ("ADRs").

Looking to diversify beyond LMSIX? The mutual funds below have the lowest correlation with LMSIX — they tend to move on their own, which can help reduce risk when the rest of your portfolio drops. The stock ideas table highlights individual companies that behave independently from LMSIX.

Best Diversifiers for LMSIX

0 mutual funds have low correlation with LMSIX (below 0.3), 0 of which are negatively correlated. The least correlated is Franklin Income Fund Advisor Class (FRIAX) (Diversified Portfolio) with a 1Y correlation of 0.53, down from 0.65 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
FRIAX
Franklin Income Fund Advisor Class0.530.570.65
89
Diversified PortfolioLMSIX vs FRIAX
FKINX
Franklin Income Fund Class A10.590.600.66
84
Diversified PortfolioLMSIX vs FKINX
AUERX
Auer Growth Fund0.760.800.84
83
Small Cap Blend EquitiesLMSIX vs AUERX
SAUMX
SA U.S. Small Company Fund0.810.860.91
70
Small Cap Blend EquitiesLMSIX vs SAUMX
RPMAX
Reinhart Genesis PMV Fund0.820.880.91
68
Small Cap Blend EquitiesLMSIX vs RPMAX
See all 50 diversifiers for LMSIX

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