Franklin U.S. Small Cap Equity FundLMBMX
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$118.9M
Expense ratio
0.75%
1-year return
+32.6%
3 years, a year
+16.6%
5 years, a year
+7.8%
Holdings
259
What it aims to do.
Long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| BE Bloom Energy Corporation | 1.57% |
| NXT Nextpower Inc | 1.32% |
| Short-Term Invts T | 1.12% |
| SSRM SSR Mining Inc | 1.08% |
| POWL Powell Industries Inc. | 1.00% |
| AGX Argan Inc | 0.99% |
| ENSG Ensign Group Inc | 0.94% |
| PARR Par Pacific Holdings, Inc. | 0.94% |
| JOBY Credo Technology Group Holding Ltd | 0.92% |
| CRC California Resources Corporation | 0.90% |
More on LMBMX.
- LMBMX overview
- LMBMX holdings
- LMBMX risk
- LMBMX costs
- LMBMX money in and out
- LMBMX share classes
- Compare LMBMX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.