LMBMX Mutual Fund

LMBMX Mutual Fund (Franklin US Small Cap Equity Fund Class IS) is managed by Franklin Templeton Investments (US) with $5.1M in net assets. LMBMX expense ratio is 0.75%, holding 272 positions across sectors including Health Care, Financials, Information Technology. Inception date: 2012-03-23.

LMBMX performance shows a YTD return of 17.64%. The 1-year return is 28.73% and the 5-year return is 19.16%. LMBMX dividend yield stands at 0.75%.

LMBMX top holdings include Ift - Money Market Port (4.1%), 10x Genomics Inc Com Usd 1 Cl A (1.2%), Ssr Mining Inc (0.9%), Brightsphere Investment Group Plc (0.9%), Par Pacific Holdings Inc (0.8%). Go to all LMBMX holdings, LMBMX sectors, or LMBMX dividends.

LMBMX can be compared against other funds. Use LMBMX overlap to find shared positions, or LMBMX vs another fund for a side-by-side view. LMBMX alternatives are available via the screener, along with tax-loss harvesting opportunities.