Franklin Small Cap Growth’s seasoned leader mitigates some, but not all, of the risks associated with its stake in private companies. That keeps its cheapest shares at a Morningstar Analyst Rating of Bronze and the pricier R and C shares at Neutral.
Will FSGRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FSGRX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the FSGRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of FSGRX’s parent organization’s priorities and whether they’re in line with investors’ interests.