Fund Research and Analysis

by Laura Lallos
Franklin Small-Mid Cap Growth hasn't quite clicked. There are things to like about this fund, such as its experienced managers. Lead manager Ed Jamieson has run the fund since its early 1992 inception and has one of the longest tenures in the mid-growth   Read more 

Process Pillar:Negative

The team maintains a database of small- and mid-cap stocks (defined as those within the range of the Russell 2500 and Russell Mid Cap Indexes). They may use quantitative screens to sift through this   Read more 

Performance Pillar:Neutral

The fund's strong long-term track record is misleading. It gained an annualized 11% from its early 1992 inception through Jan. 15, 2013, versus 9.2% for the mid-growth category. However, much of that   Read more 

People Pillar:Neutral

Lead manager Ed Jamieson is one of Franklin Templeton's longest-tenured managers and has played a central role in crafting this fund's strategy. He has been at the helm since the fund's 1992 inception. Jamieson is also the chief investment officer for   Read more 

Price Pillar:Positive

The fund's low fees are one advantage it has over its average peer. The bulk of the fund's assets are in A shares, which charge a 0.98% annual expense ratio. That falls comfortably within the cheapest   Read more 

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