Franklin Global Equity Fund Class I (SMYIX) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Franklin Global Equity Fund Class I (SMYIX) trades at $32.10 with AI Score 49/100 (Grade C). Franklin Global Equity Fund Class I (SMYIX) invests in both U. S. and non-U. Market cap: $658M, Sector: Financial services.
Price as of Aug 21, 2026 · Last analyzed: Mar 17, 2026Analyst Coverage for SMYIX: SMYIX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates SMYIX against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
SMYIX: the 3 scored disciplines are evenly split. Dominant signal: Izzy Englander bullish.
How is this calculated? →Why this analysis is different
- A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
Franklin Global Equity Fund Class I (SMYIX) Financial Services Profile
Franklin Global Equity Fund Class I (SMYIX) is a financial services fund focused on global equity investments, allocating primarily to common stocks of both U.S. and international issuers. With a high profit margin and substantial dividend yield, SMYIX operates within the competitive asset management landscape, targeting long-term capital appreciation.
What Is the Investment Thesis for SMYIX?
Franklin Global Equity Fund Class I (SMYIX) presents a compelling investment case based on its global equity focus and high dividend yield of 6.72%. With a market capitalization of $658M and a substantial profit margin of 1573.5%, the fund demonstrates strong profitability. Key value drivers include its diversified investment strategy across U.S. and non-U.S. equities and its ability to generate income through dividends. Upcoming growth catalysts include potential appreciation in global equity markets and strategic allocation to high-growth sectors. However, potential risks include market volatility and fluctuations in currency exchange rates, which could impact returns. The fund's beta of 0.97 indicates moderate volatility relative to the market.
Based on FMP financials and quantitative analysis
SMYIX Key Highlights
Market Cap of $658M indicates a mid-sized fund within the global equity asset class.
- Profit Margin of 1573.5% reflects efficient management and profitable investment strategies.
- Gross Margin of 100.0% suggests that the fund's expenses are fully covered by its revenue.
- Dividend Yield of 6.72% offers a significant income component for investors.
- Beta of 0.97 indicates the fund's volatility is slightly less than the overall market.
Who Are SMYIX's Competitors?
SMYIX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| GMXRX Nationwide Mid Cap Market Index Fund Class R | $16.73 | -0.89% | $496M | 44 |
| HNMDX Heartland Mid Cap Value Fund Institutional Class | $15.55 | -0.70% | $502M | 47 |
| HRMDX Heartland Mid Cap Value Fund Investor Class | $15.45 | -0.64% | $502M | 54 |
| MWOFX MFS Global Growth Fund Class A | $63.03 | -0.52% | $491M | — |
| RGOIX RBC Global Opportunities Fund - Class I | $24.66 | -1.00% | $455M | — |
| PXWIX Pax Ellevate Global Women’s Leadership Fund | $39.67 | -0.85% | $668M | 50 |
| DWM WisdomTree International Equity Fund | $76.07 | -0.08% | $670M | 49 |
| AVNM Avantis All International Markets Equity ETF 9 | $84.87 | +0.02% | $690M | 47 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are SMYIX's Key Strengths?
High profit margin of 1573.5%.
- Strong dividend yield of 6.72%.
- Diversified investment strategy across U.S. and non-U.S. equities.
- Established brand reputation of Franklin Templeton.
What Are SMYIX's Weaknesses?
Moderate market capitalization of $658M.
- Dependence on global equity market performance.
- Exposure to currency fluctuations.
What Could Drive SMYIX Stock Higher?
Strategic asset allocation to high-growth sectors.
- Reinvestment of earnings to grow the fund's asset base.
- Potential appreciation in global equity markets.
- Implementation of sustainable investing strategies.
What Are the Key Risks for SMYIX?
Weak fundamentals — a Piotroski F-Score of 3/9 flags soft profitability, leverage or efficiency.
- Market volatility and fluctuations in currency exchange rates.
- Economic downturns and recession risks.
- Increased competition in the asset management industry.
- Regulatory changes and compliance requirements.
What Are the Growth Opportunities for SMYIX?
- Expansion into Emerging Markets: SMYIX has the opportunity to increase its exposure to emerging markets, which are expected to experience higher growth rates compared to developed economies. By allocating a larger portion of its portfolio to emerging market equities, the fund can potentially enhance its returns. The emerging markets asset management segment is projected to grow at 8-10% annually over the next five years, presenting a significant growth avenue for SMYIX.
- Increased Allocation to Technology Sector: The technology sector continues to be a growth driver in the global economy. By increasing its allocation to technology stocks, SMYIX can capitalize on the growth potential of companies involved in areas such as artificial intelligence, cloud computing, and e-commerce. The global technology market is expected to reach $5 trillion by 2028, offering substantial opportunities for SMYIX to enhance its portfolio performance.
- Focus on Sustainable Investing: Sustainable investing, also known as ESG (Environmental, Social, and Governance) investing, is gaining traction among investors. By incorporating ESG factors into its investment process, SMYIX can attract socially conscious investors and improve its long-term performance.
- Development of Thematic Investment Products: SMYIX can develop thematic investment products focused on specific trends, such as healthcare innovation, renewable energy, and cybersecurity. These thematic products can attract investors seeking exposure to specific growth areas. Thematic investing is expected to grow at 12-15% annually over the next five years, driven by increasing investor interest in targeted investment strategies.
- Enhancement of Digital Distribution Channels: SMYIX can enhance its digital distribution channels to reach a wider audience of investors. By leveraging online platforms and digital marketing strategies, the fund can increase its visibility and attract new clients. The digital asset management market is projected to grow at 15-20% annually over the next five years, driven by increasing adoption of online investment platforms.
What Are SMYIX's Competitive Advantages?
- Established brand reputation of Franklin Templeton.
- Extensive global research capabilities and investment expertise.
- Diversified investment strategy across multiple sectors and geographies.
What Does SMYIX Do?
Franklin Global Equity Fund Class I (SMYIX) is a fund managed by Franklin Templeton, a global investment management organization. The fund's primary objective is to achieve long-term capital appreciation by investing in a diversified portfolio of equity securities. SMYIX allocates its investments across both U.S. and non-U.S. issuers, providing investors with exposure to global markets. Under normal market conditions, the fund invests at least 80% of its assets in equity and equity-related securities, which include common and preferred stocks traded on exchanges and over-the-counter (OTC) markets. The fund also invests in warrants, rights, securities convertible into common stocks, and securities of other investment companies, including Real Estate Investment Trusts (REITs). This broad investment mandate allows the fund to capitalize on opportunities across various sectors and geographies. SMYIX aims to deliver competitive returns by leveraging Franklin Templeton's global research capabilities and investment expertise. The fund is designed for investors seeking long-term growth through equity investments with a global perspective. As of 2026, SMYIX continues to operate with a focus on maximizing shareholder value through strategic asset allocation and active portfolio management.
What Products and Services Does SMYIX Offer?
- Invests primarily in common stocks of U.S. and non-U.S. issuers.
- Allocates at least 80% of its assets to equity and equity-related securities.
- Invests in exchange-traded and over-the-counter (OTC) common and preferred stocks.
- Holds warrants and rights related to equity securities.
- Invests in securities convertible into common stocks.
- Allocates funds to other investment companies and real estate investment trusts (REITs).
How Does SMYIX Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- Earns income from dividends and capital appreciation of its investments.
- Reinvests earnings to grow the fund's asset base and enhance returns for investors.
What Industry Does SMYIX Operate In?
Franklin Global Equity Fund Class I (SMYIX) operates within the global asset management industry, which is characterized by increasing competition and evolving investor preferences. The industry is influenced by macroeconomic trends, regulatory changes, and technological advancements. SMYIX competes with other global equity funds, such as GMXRX, HNMDX, HRMDX, MWOFX, and RGOIX, for investor capital. The fund's performance is influenced by global equity market performance, interest rates, and currency fluctuations. As of 2026, the global asset management industry continues to grow, driven by increasing wealth and demand for investment solutions.
Who Are SMYIX's Key Customers?
- Individual investors seeking long-term capital appreciation.
- Institutional investors, including pension funds and endowments.
- Financial advisors and wealth managers allocating client assets.
SMYIX Valuation & Market Position
With a $658M market cap, Franklin Global Equity Fund Class I sits in the small-cap segment of the market. Relative to its peer group, SMYIX's quantitative score of 49/100 is roughly in line with the peer average of 48/100.
Key Financial Metrics
Return on equity for Franklin Global Equity Fund Class I stands at 23.8%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 21.6%, showing how much profit it generates from its asset base. Its free cash flow yield is 0.0%, a gauge of the cash the business throws off relative to its market value. A current ratio of 1.03 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 0.0%, the inverse of the P/E and a quick read on earnings relative to price.
Financial Health
Franklin Global Equity Fund Class I's Piotroski F-Score is 3/9, a 9-point checklist of profitability, leverage and efficiency — flagging fundamental weakness worth scrutiny. Its Altman Z-Score of 36.94 places it in the safe zone, indicating low near-term bankruptcy risk.
SMYIX Financials
Bull Case vs Bear Case
Bull Case
- High profit margin of 1573.5%.
- Strong dividend yield of 6.72%.
- Diversified investment strategy across U.S. and non-U.S. equities.
- Established brand reputation of Franklin Templeton.
Bear Case
- Moderate market capitalization of $658M.
- Dependence on global equity market performance.
- Exposure to currency fluctuations.
- Potential: Market volatility and fluctuations in currency exchange rates.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · August 2026
SMYIX Latest News
No recent news available for SMYIX.
SMYIX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for SMYIX.
Price Targets
Wall Street price target analysis for SMYIX.
SMYIX MoonshotScore
What does this score mean?
The MoonshotScore rates SMYIX 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
SMYIX Financial Services Stock FAQ
What does the AI Score mean for SMYIX?
SMYIX holds an AI Score of 49/100 (Grade: C). This is an educational research signal, not a buy or sell recommendation. Franklin Global Equity Fund Class I (SMYIX) invests in both U.S. and non-U.S. equity securities. The fund aims to provide long-term capital appreciation by allocating at least 80% of its assets …
What does Franklin Global Equity Fund Class I do?
Franklin Global Equity Fund Class I (SMYIX) is a financial services fund that invests primarily in the common stock of both U.S. and non-U.S. companies. The fund aims to achieve long-term capital appreciation by allocating at least 80% of its assets to equity and equity-related securities.
What are the main risks for SMYIX?
The main risks for Franklin Global Equity Fund Class I (SMYIX) include market volatility and fluctuations in currency exchange rates, which can impact the fund's returns. Economic downturns and recession risks also pose a threat to the fund's performance. Additionally, increased competition in the asset management industry and regulatory changes can affect the fund's profitability and compliance requirements.
What are the key factors to evaluate for SMYIX?
Franklin Global Equity Fund Class I (SMYIX) holds an AI score of 49/100 (low). Franklin Global Equity Fund Class I (SMYIX) presents a compelling investment case based on its global equity focus and high dividend yield of 6.72%. Not financial advice.
How frequently does SMYIX data refresh on this page?
SMYIX's price was last updated on Aug 21, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven SMYIX's recent stock price performance?
Franklin Global Equity Fund Class I (SMYIX) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: High profit margin of 1573.5%. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider SMYIX overvalued or undervalued right now?
Franklin Global Equity Fund Class I (SMYIX) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
How do I research SMYIX before investing?
Before investing in Franklin Global Equity Fund Class I (SMYIX), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) analyst consensus ratings and price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Why might investors consider adding SMYIX to a portfolio?
Key strength of Franklin Global Equity Fund Class I (SMYIX): High profit margin of 1573.5%. Weigh rewards against risks and diversify. Not financial advice.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- AI analysis pending for SMYIX, limiting comprehensive insights.
- Financial data based on available information as of 2026-03-17.