• Franklin International Small Cap Growth Fund

Franklin Templeton Investments

  • International
  • Small-Cap
  • Growth

Franklin International Small Cap Growth Fund

FCSMX

Summary

The fund seeks capital appreciation in the long term by investing in small-size companies outside the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team focuses on international companies that have the potential to generate attractive returns with lower downside risk.

The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team favors quality companies that More

Price

Last Close

$14.34 ( +0.44 )

52 Week HL

$16.93 - $13.29

Net Assets

$74 M

Expense Ratio

1.09 %

Sector Allocation

Jan 31, 2021

Top 10 Holdings

Mar 01, 2021

Company Name

  • TOTAL PRODUCE
  • MAINFREIGHT LTD
  • BML INC
  • CTS EVENTIM
  • ARCH CAPITAL

Holding

  • 5.49
  • 4.29
  • 3.94
  • 3.85
  • 3.71

Company Name

  • ORION CORP/REPUBLIC
  • SOLASTO CORP
  • SHURGARD SELF
  • SHURGARD SELF
  • TRAVELSKY TECHNOLOGY
  • Total

Holding

  • 3.64
  • 3.58
  • 3.48
  • 3.11
  • 3.10
  • 38.19%

Manager

Name

Edwin Lugo

Leadership

Single Manager

Tenure

2003

Advisor

Franklin Templeton Institutional, LLC

Documents

Prospectus

Fact Sheet

Q1 2022

Q2 2021

Annual Reports

Website

Link

Performance

YTD

-15.7 %

3 Year

-17.56%

5 Year

-23.16%

Best

54.06%
2009

Worst

-15.73%
2022

Returns +
Quarterly

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -4% 9.2% -36.8% 11.9% -1.4% 10.3% 0.5% 6.8% 0.6% 6.8% -
Q2 -11.8% 3.2% 8.9% -2.4% -2.6% 9.8% -8.6% 0.8% 2% 1.4% -
Q3 - -1% 5.5% -8.4% 1.6% 8.4% 5.7% -4.4% -9.3% 16.6% -
Q4 - -0.8% 21.8% 4.1% -18.9% 1.7% -1.3% 2.6% -5.1% 6.1% -

Returns +
Monthly

J F M A M J J A S O N D
2022 -2.5% -3.8% 2.4% -6.7% -5.9% - - - - - - -
2021 -2.5% 7.6% 4% 3.9% 4.5% -4.9% - 1.9% -2.8% 1.7% -4.3% 1.9%

+
Annual

    2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
    0%29%16%29%-6%19%8%-1%14%29%0%

Alpha

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
FCSMX -16%11%-12%6%-33%-4%6%-12%35%29%
S&P 500 -29%16%29%-6%19%8%-1%14%29%-
Alpha -16%-18%-27%-23%-14%-12%6%-25%6%29%

FCSMX S&P 500

Chart +