Fund Details
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Inception Date |
03/13/2000 |
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Benchmark |
Russell 2000 Index |
Fund Description
The Fund seeks long-term capital appreciation by investing primarily in small capitalization U.S. companies. Managers utilize a systematic and diversified approach to stock selection grounded in underlying stock fundamentals and with positive investor sentiment. Stock selection customized by sectors and continually tested as drivers of return vary across sectors and can change over time.
The S&P 500 Index is an unmanaged index of 500 stocks that is generally representative of the performance of larger companies in the United States. The Dow Jones Industrial Average, Dow Jones, or simply the Dow, is a stock market index of 30 prominent companies listed on stock exchanges in the United States. The Nasdaq Composite is a stock market index that includes almost all stocks listed on the Nasdaq stock exchange. Forward price to earnings (forward P/E) is a measure of the price-to-earnings (P/E) ratio using forecasted earnings for the P/E calculation.
Investment Team
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Chris Floyd, CFA Years with Firm 24 Years Experience 25 |
Sundaram Chettiappan, CFA Years with Firm 5 Years Experience 18 |
Periods shorter than one year are shown as cumulative total returns.
What Are The Risks?
All investments involve risks, including possible loss of principal. Equity securities are subject to price fluctuation and possible loss of principal. Small- and mid-cap stocks involve greater risks and volatility than large-cap stocks. Derivative instruments can be illiquid, may disproportionately increase losses, and have a potentially large impact on performance. Active and frequent trading may increase a shareholder’s tax liability and transaction costs. To the extent the portfolio invests in a concentration of certain securities, regions or industries, it is subject to increased volatility. These and other risks are discussed in the fund’s prospectus.
Important Information
The information provided is not a complete analysis of every material fact regarding any country, market, industry, security or fund. Because market and economic conditions are subject to change, comments, opinions and analyses are rendered as of the date of this material and may change without notice. A portfolio manager’s assessment of a particular security, investment or strategy is not intended as individual investment advice or a recommendation or solicitation to buy, sell or hold any security or to adopt any investment strategy; it is intended only to provide insight into the fund’s portfolio selection process. Holdings are subject to change.
Before investing, carefully consider a fund’s investment objectives, risks, charges and expenses. You can find this and other information in each prospectus, or summary prospectus, if available, at www.franklintempleton.com. Please read it carefully.
Franklin Distributors, LLC. Member FINRA/SIPC. Franklin Distributors, LLC and Franklin Templeton Investment Solutions are Franklin Templeton companies.
CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.
Source: FactSet. Important data provider notices and terms available at www.franklintempletondatasources.com.
a. Gross expenses are the fund’s total annual operating expenses as of the fund’s prospectus available at the time of publication. Actual expenses may be higher and may impact portfolio returns. Net expenses reflect contractual fee waivers, expense caps and/or reimbursements, which cannot be terminated prior to 12/31/2025 without Board consent. Additional amounts may be voluntarily waived and/or reimbursed and may be modified or discontinued at any time without notice.
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