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Franklin U.s. Small Cap Equity Fund Is (LMBMX)

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13.28 +0.19    +1.45%
06/06 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 27.76M
QS US Small Capitalization Equity IS 13.28 +0.19 +1.45%

LMBMX Overview

 
On this page you'll find an in-depth profile of Franklin U.s. Small Cap Equity Fund Is. Learn about the key management, total assets, investment strategy and contact information of LMBMX among other information.
Category

Small Blend

Total Assets

27.76M

Expenses

0.75%

Inception Date

40991

Contact Information

Address One Franklin Parkway, Building 970, 1st Floor
San Mateo,CA 94403
United States
Phone +1 650 3122000

Top Executives

Name Title Since Until
Sundaram Chettiappan - 2023 Now
Biography Sundaram Chettiappan is a vice president and senior research analyst for Franklin Systematic, the quantitative hub of Franklin Templeton Multi-Asset Solutions. He is focused on factor based strategies in Quantitative Equities. Prior to joining Franklin Templeton Investments in 2018 Mr.Chettiappan worked at Balyasny Asset Management where he was a Senior Quantitative Researcher building deep fundamental sector based long short models within the Systematic Strategies group.
Christopher W. Floyd Portfolio Manager 2021 Now
Biography Christopher W. Floyd, CFA Member of the Portfolio Management team. Formerly a developed markets Senior Portfolio Manager at Batterymarch Financial Management from 2012 to 2014. At Batterymarch, he also served as a Portfolio Manager from 2003 to 2012 and and Quantitative Analyst from 2000 to 2003. Prior to joining Batterymarch, he performed market analysis at Urban & Associates and worked with retirement plans at Bay State Federal Savings Bank. Education: BA in Economics from Dartmouth College; MBA from Cornell University.
Joseph Giroux Portfolio Manager 2021 2023
Biography Joseph Giroux is a Portfolio Manager at O’Shaughnessy Asset Management (OSAM). Prior to joining OSAM, Joe was a Global Equity Portfolio Manager at Franklin Templeton Investment Solutions, and predecessor firms Batterymarch/QS Investors over the past 11 years, where he was the lead Portfolio Manager on multiple funds, including the Franklin Global Equity Fund, Franklin Global Systematic Fund, Franklin Global Dividend Fund, Franklin Global Responsible Fund, and Franklin Global Market Neutral fund, achieving Morningstar Ratings of 4 and 5 Stars, and winning 12 Lipper Awards. Joe has over 30 years
Jacqueline Kenney Portfolio Manager 2019 2022
Biography Jacqueline Hurley, CFA, is a Portfolio Manager and a member of the Portfolio Management Group within QS Investors. Formerly at Deutsche Asset Management from 2008 – 2010. Prior to joining Deutsche Asset Management, she had 4 years of experience as a consultant at Bearing Point and Accenture. Ms. Hurley holds a B.A. in Computer Science from Colgate University and an M.B.A. in inance and Accounting from University of Michigan, Ross School of Business.
Stephen A. Lanzendorf Portfolio Manager 2006 2020
Biography Stephen A. Lanzendorf, CFA Portfolio Manager • Member of the Portfolio Management group. • Formerly Deputy Chief Investment Officer and head of the Developed Markets investment team at Batterymarch Financial Management from 2012 to 2014. At Batterymarch, he also served as co-head of the Developed Markets team from 2010 to 2012 and head of the US investment team from 2006 to 2010. Prior to joining Batterymarch, he spent six years as the Director of Quantitative Strategies at Independence Investments, where he also managed the equity trading desk. He was also a Portfolio Manager and Quantitative Analyst at The Colonial Group for 10 years. • Education: BS and MS in Nuclear Engineering from Massachusetts Institute of Technology.
Adam J. Petryk Head of Multi-Asset and Solutions 2011 2012
Biography Adam Petryk, CFA President and CEO Responsible for all business, strategic and investment decisions. Prior to joining QS Investors, Adam held executive roles at Legg Mason and its core affiliates for over 15 years. He served as Chief Investment Officer at Batterymarch Financial Management, where he served on the firm’s management committee and managed the overall quantitative investment platform including research, portfolio management and technology. Prior to joining Batterymarch, he spent eight years at Legg Mason Canada Inc. as Chief Investment Officer, Head of the Quantitative Management Team and Quantitative Strategist. Education: BS in Computer Engineering from University of Waterloo, Ontario, Canada; MS in Electrical Engineering from University of Waterloo.
Yu-Nien Ko Senior Portfolio Manager 2006 2011
Biography Ko is a co-director and senior portfolio manager and is dually employed by Batterymarch and TIMCO. He joined TIMCO on February 1, 2006, joined Batterymarch in 2000 as a quantitative analyst and was promoted to portfolio manager in 2003 and co-director and senior portfolio manager of the US investment team in 2006. Ko has eight years of investment experience. Ko holds the Chartered Financial Analyst designation.
Lisa A. Bozoyan Portfolio Manager 2005 2006
Biography Bozoyan is a Portfolio Manager of BFM. She joined BFM in 2000 as a US investment specialist and was promoted to portfolio manager in 2003. Bozoyan was previously a quantitative analyst at Boston Advisors, Inc. She also held responsibilities at Advest, Inc. and worked in the oil and gas industries. She has eight years of investment experience. Bozoyan holds the Chartered Financial Analyst designation.
Michael D. Soares Portfolio Manager 2005 2006
Biography Soares is a portfolio manager and is dually employed by Batterymarch and TIMCO. He joined TIMCO on February 1, 2006, joined Batterymarch in 1996 as an assistant portfolio manager and became a quantitative analyst in 1998. He was promoted to portfolio manager in 2003. Soares has 11 years of investment experience. Soares holds the Chartered Financial Analyst designation.
Management Team - 2000 2005
Biography Team Managed
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