Franklin Global Equity Fund Class I

Franklin Global Equity Fund Class Iverified

SMYIX

Price:

$29.76

Market Cap:

$521.96M

The fund invests primarily in the common stock of U.S. and non-U.S. issuers. Under normal circumstances, it invests at least 80% of its assets in equity and equity-related securities. Equity securities include exchange-traded and over-the-counter (OTC) common and preferred stocks, warrants and rights, securities convertible into common stocks, and securities of other investment companies and of real estate investment trusts ("REITs").

Industry

Asset Management - Global

IPO Date

2003-05-02

Stock Exchange

NASDAQ

Ticker

SMYIX

The ROE as of December 2025 (TTM) for Franklin Global Equity Fund Class I (SMYIX) is 23.78%

According to Franklin Global Equity Fund Class I’s latest financial reports and current stock price. The company's current ROE is 23.78%. This represents a change of 324.57% compared to the average of 5.60% of the last 4 quarters.

Franklin Global Equity Fund Class I (SMYIX) Historical ROE (quarterly & annually)

How has SMYIX ROE performed in the past?

The mean historical ROE of Franklin Global Equity Fund Class I over the last ten years is 10.10%. The current 23.78% ROE has changed 135.45% with respect to the historical average. Over the past ten years (40 quarters), SMYIX's ROE was at its highest in in the September 2020 quarter at 8.76%. The ROE was at its lowest in in the March 2022 quarter at -12.32%.

Quarterly (TTM)
Annual

Average

10.10%

Median

14.03%

Minimum

-22.43%

Maximum

24.53%

Franklin Global Equity Fund Class I (SMYIX) ROE by Quarter and Year

Discovering the peaks and valleys of Franklin Global Equity Fund Class I ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 886.73%

Maximum Annual ROE = 24.53%

Minimum Annual Increase = -728.86%

Minimum Annual ROE = -22.43%

Quarterly (TTM)
Annual
YearROEChange
202321.68%-196.67%
2022-22.43%-195.17%
202123.57%49.99%
202015.71%-35.95%
201924.53%-728.86%
2018-3.90%-118.65%
201720.92%169.20%
20167.77%886.73%
20150.79%-93.62%
201412.34%-46.32%

Franklin Global Equity Fund Class I (SMYIX) Average ROE

How has SMYIX ROE performed in the past?

The current ROE of Franklin Global Equity Fund Class I (SMYIX) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

7.61%

5-year avg

12.61%

10-year avg

10.10%

Franklin Global Equity Fund Class I (SMYIX) ROE vs. Peers

How is SMYIX’s ROE compared to its peers?

Franklin Global Equity Fund Class I’s ROE is greater than SEI Institutional Managed Trust U.S. Managed Volatility Fund Class I (0%), greater than SEI Institutional Managed Trust U.S. Managed Volatility Fund (0%), greater than SEI Institutional Managed Trust - U.S. Managed Volatility Fund (0%), greater than MFS Global Growth Fund Class A (0%), greater than Heartland Mid Cap Value Fund Investor Class (0%), greater than Heartland Mid Cap Value Fund Institutional Class (0%), greater than State Street Institutional Small-Cap Equity Fund Investment Class (0%), greater than State Street Institutional Small-Cap Equity Fund Service Class (0%), greater than RBC Global Opportunities Fund - Class I (0%), greater than Nationwide Mid Cap Market Index Fund Class R (0%),

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Frequently asked questions❓

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How does the current ROE for Franklin Global Equity Fund Class I (SMYIX) compare to its historical average?