Franklin Small-Mid Cap Growth Fund - Franklin Templeton
Shareclass
Franklin Small-Mid Cap Growth Fund CLASS R (FSMRX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Franklin Small-Mid Cap Growth Fund - Franklin Templeton
FUND COVERAGE
# of holdings66
% of assets92%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
24 / 40
Gender Equality: Equal Compensation and Work Life Balance
5 / 30
Gender Equality: Policies Promoting Gender Equality
17 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Marriott International Inc/MD1.38%$49.44M
- 2. New York Times Co/The1.5%$53.63M
- 3. Hilton Worldwide Holdings Inc2.22%$79.62M
- 4. Jones Lang LaSalle Inc0.52%$18.76M
- 5. Xylem Inc/NY1.34%$48.08M
- 6. Alnylam Pharmaceuticals Inc1.59%$57.03M
- 7. Paychex Inc1.08%$38.53M
- 8. Pinterest Inc0.71%$25.46M
- 9. Vistra Corp1.82%$65.12M
- 10. Nasdaq Inc1.2%$42.99M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Carvana Co2.24%$80.25M
- 2. ROBLOX Corp2.41%$86.25M
- 3. Alkami Technology Inc0.6%$21.62M
- 4. Vertiv Holdings Co2.76%$98.8M
- 5. Old Dominion Freight Line Inc1.18%$42.35M
- 6. Wingstop Inc1.3%$46.61M
- 7. Blue Owl Capital Inc1.12%$40.04M
- 8. Cava Group Inc1.44%$51.6M
- 9. Comfort Systems USA Inc1.29%$46.19M
- 10. NVR Inc1.12%$40.3M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Franklin Small-Mid Cap Growth Fund - Franklin Templeton
Totals
Holdings
Assets
Weight
Prisons
2.0
$84.2M
2.35%
Prisons high risk
1.0
$64.11M
1.79%
Private prisons
0.0
$0
0%
Borders
2.0
$84.2M
2.35%
Borders high risk
1.0
$64.11M
1.79%
Total
2.0
$84.2M
2.35%
Holdings — 2 flagged holdings
1.
Axon Enterprise Inc
:$64.11M
1.79%
2.
TransUnion
:$20.08M
0.56%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Franklin Small-Mid Cap Growth Fund - Franklin Templeton FSMRX
Environment
Social
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