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Franklin U.S. Small Cap Equity I LMSIX Fund Analysis

| Quantitative rating as of | See Franklin Templeton Investment Hub

Morningstar’s Analysis LMSIX

Will LMSIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Franklin U.S. Small Cap Equity I to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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