基本資料

投資策略

本基金的投資目標為謀求長遠的資本增值。本基金投資資產淨值最少三份之二的總資產投資於美國小型及中型資本值公司的股票證券，就本基金而言，以投資時市值計算，中型公司指該等公司的市場資本值不超過85億美元，小型公司則指該等公司的市場資本值不超過(I) 15億美元 或 (II)羅素2000小型公司指數的最高市場市值(以較高者為準)。另外，本基金可投資於較大型公司的股票證券。

基金經理人

• Scandalios John
• 資歷 1年(2016-09-01 至今)

• John P. Scandalios is a vice president, research analyst and portfolio manager with Franklin Equity Group. He is the co-manager of the Franklin Technology Fund, Franklin Small-Mid Cap Growth Fund and is a member of the Technology/Communications Research Team. Mr. Scandalios specializes in research analysis of the semiconductor industry. 
  
  Mr. Scandalios joined Franklin Templeton Investments(FTI) as an analyst in 1996. Prior to FTI, he completed the management-training program at Chase Manhattan in New York, and was an assistant portfolio manager for Chase Private Bank in Los Angeles.

• Cross James
• 資歷 17年(2000-12-29 至今)

• James Cross is a vice president, research analyst and portfolio manager with Franklin Equity Group. providing research and advice on the purchases and sales of individual securities, and portfolio risk assessment. He joined Franklin Templeton Investments in 1998. He currently covers the aerospace and defense industries while leading the Industrials sector team. 
  
  Before assuming industry coverage in 2000, Mr. Cross focused on quantitative research, risk analysis and performance attribution. Prior to joining Franklin Templeton in 1998, he worked as an economic planner for the State of Texas.
  
  Mr. Cross earned a B.B.A. with a major in economics from Baylor University. He is a Chartered Financial Analyst (CFA) Charterholder.

• McCarthy Michael
• 資歷 17年(2000-12-29 至今)

• Michael McCarthy, Senior Vice President, Portfolio Manager and Director of Equity Research for Franklin Equity Group. Mr. McCarthy joined Franklin Templeton Investments in 1992. Prior to his role as Director of Equity Research, he served as the Technology Team Leader as a research analyst in the technology services sector. Mr. McCarthy is a Chartered Financial Analyst (CFA) Charterholder and earned his B.A. in history from the University of California, Los Angeles. He is a member of the Security Analysts of San Francisco (SASF) and the CFA Institute.

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