Fiduciary Small Capitalization Equity
One Franklin Parkway San Mateo CA 94403-1906
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Phone: 800-321-8563
| Category: | Small Growth | | Fund Family: | Franklin Templeton Investments | | Net Assets: | 23.53M | | Year-to-Date Return: | -17.87% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 22-Dec-95 |
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Alison J. Schatz
Lead Manager since
31-Jan-03 | | | Schatz is portfolio manager of Fiduciary and senior vice president of Fiduciary Trust. She joined Fiduciary Trust in 1985. Schatz holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks growth of principal. The fund normally invests at least 80% of net assets in marketable equity and equity-related securities of small capitalization companies. For this fund, small capitalization companies are companies with market capitalizations not exceeding $2 billion or the highest market capitalization in the Russell 2000 index, whichever is greater. It also may invest up to 10% of net assets in foreign securities traded publicly in the U.S. |
| Last Dividend
| N/A | | Last Cap Gain
(17-Dec-07):
| 3.01 | | Annual Holdings Turnover
| 39.00% | | Average for Category:
| 113.59% |
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| Expense | FTSCX | Category
Avg | | Total Expense Ratio: | 1.38%
| 1.59% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.38% | | Max Deferred Sales Load: | 0.00%
| 2.65% | | 3 Yr Expense Projection*: |
$440 | $692 | | 5 Yr Expense Projection*: |
$761 | $1,095 | | 10 Yr Expense Projection*: |
$1,669 | $2,169 |
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0.29% Nasdaq 
0.14%
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