Nasdaq - Delayed Quote USD

Franklin U.S. Small Cap Equity IS (LMBMX)

12.67
-0.03
(-0.24%)
At close: 8:01:27 PM EDT
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  • Previous Close 12.70
  • YTD Return -9.86%
  • Expense Ratio 0.75%
  • Category Small Blend
  • Last Cap Gain 18.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 93.86M
  • Beta (5Y Monthly) 1.14
  • Yield 1.26%
  • 5y Average Return --
  • Holdings Turnover 53.00%
  • Last Dividend 0.16
  • Inception Date Mar 23, 2012

The fund normally invests at least 80% of net assets, plus any borrowings for investment purposes, in equity securities of companies with small market capitalizations domiciled, or having their principal activities, in the United States, at the time of investment or other investments with similar economic characteristics. It may also invest in securities of foreign companies in the form of American Depositary Receipts ("ADRs").

Franklin Templeton Investments

Fund Family

Small Blend

Fund Category

93.86M

Net Assets

2012-03-23

Inception Date

More about Franklin U.S. Small Cap Equity IS

Performance Overview: LMBMX

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Trailing returns as of 5/21/2025. Category is Small Blend.

YTD Return

LMBMX
9.86%
Category
20.19%
 

1-Year Return

LMBMX
0.77%
Category
60.18%
 

3-Year Return

LMBMX
5.12%
Category
11.32%
 

5-Year Return

LMBMX
13.75%
Category
13.88%
 

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Holdings: LMBMX

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Sector Weightings

SectorLMBMX
Technology   16.89%
Financial Services   16.89%
Healthcare   16.63%
Industrials   15.85%
Consumer Cyclical   9.33%
Consumer Defensive   5.37%
Real Estate   5.20%
Basic Materials   4.69%
Energy   4.57%
Communication Services   2.33%
Utilities   2.25%
View More

Recent News: LMBMX

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Research Reports: LMBMX

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