# Portfolio overlap — FSMLX vs WFGDX

Comparing **Franklin Small Cap Growth Fund** (2026-01-31) and **Allspring Emerging Growth Fund** (2026-01-31).

- Shared positions: 20
- Franklin Small Cap Growth Fund covered by Allspring Emerging Growth Fund: 0.1841184577037309358140129290
- Allspring Emerging Growth Fund covered by Franklin Small Cap Growth Fund: 0.1841184577037309358140129292

## Franklin Small Cap Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| BWX TECHNOLOGIES INC | 0.034530 |  |
| AAR CORP | 0.029496 | ✓ |
| ARCOSA INC | 0.027157 |  |
| ONTO INNOVATION INC | 0.026988 |  |
| GRANITE CONSTRUCTION INC | 0.021449 |  |
| LATTICE SEMICONDUCTOR CORP | 0.021343 |  |
| SITIME CORP | 0.019620 |  |
| LUMENTUM HOLDINGS INC | 0.018978 |  |
| NEW YORK TIMES CO CL A | 0.017919 |  |
| AAON INC | 0.017458 | ✓ |
| RBC BEARINGS INC | 0.017436 | ✓ |
| VONTIER CORP W/I | 0.017013 |  |
| INTEGER HOLDINGS CORP | 0.016287 |  |
| KRATOS DEFENSE and SEC SOLTN INC | 0.016114 | ✓ |
| EVERCORE INC A | 0.015777 |  |
| FRESHPET INC | 0.014555 |  |
| LIBERTY ENERGY INC CL A | 0.014011 |  |
| HOULIHAN LOKEY I | 0.013638 |  |
| Franklin Institutional U.S. Government Money Market Fund | 0.012634 |  |
| SERVICETITAN INC-A | 0.012472 | ✓ |
| BRIDGEBIO PHARMA INC | 0.012470 | ✓ |
| GUARDANT HEALTH INC | 0.012291 | ✓ |
| BELLRING BRANDS INC | 0.011976 |  |
| PAYMENTUS HOLDINGS INC CL A | 0.011957 |  |
| CREDO TECHNOLOGY GROUP HOLDING LTD | 0.011887 | ✓ |
| WINGSTOP INC | 0.011833 | ✓ |
| PRIVIA HEALTH GROUP INC | 0.011823 |  |
| PROCORE TECHNOLOGIES INC | 0.011125 | ✓ |
| TEXAS ROADHOUSE INC | 0.010891 |  |
| Ascendis Pharma A/S | 0.010739 | ✓ |
| GITLAB INC-CL A | 0.010714 |  |
| PERFORMANCE FOOD GROUP CO | 0.010584 |  |
| MATADOR RESOURCES COMPANY | 0.010163 |  |
| HERC HOLDINGS INC | 0.010107 |  |
| JAZZ PHARMA PLC | 0.010023 |  |
| REPLIGEN CORP | 0.009906 | ✓ |
| M/I HOMES INC | 0.009817 |  |
| ALASKA AIR GROUP INC | 0.009771 |  |
| STEVEN MADDEN LTD | 0.009713 |  |
| INTAPP INC | 0.009663 |  |
| WESTERN ALLIANCE BANCORP | 0.009565 |  |
| TRI POINTE HOMES INC | 0.009451 |  |
| HEALTHEQUITY INC | 0.009401 | ✓ |
| NCINO INC | 0.008924 |  |
| HAEMONETICS CORP MASS | 0.008918 |  |
| ALLEGIANT TRAVEL CO | 0.008885 |  |
| CACTUS INC CL A | 0.008809 |  |
| Checkr, Inc., Series E | 0.008793 |  |
| LITHIA MOTORS INC CL A | 0.008480 |  |
| KLAVIYO INC-A | 0.008394 |  |

## Allspring Emerging Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| FABRINET | 0.026703 |  |
| CASELLA WASTE SYS INC CL A | 0.025738 |  |
| RADNET INC | 0.025476 |  |
| CONSTRUCTION PARTNERS INC CL A | 0.024503 |  |
| IRHYTHM TECHNOLOGIES INC | 0.024429 |  |
| MERCURY SYSTEMS INC | 0.024292 |  |
| MODINE MFG CO | 0.024194 |  |
| ALLSPRING GOVERNMENT MONEY MAR | 0.023909 |  |
| ENSIGN GROUP INC | 0.023519 | ✓ |
| BLOOM ENERGY CORP CL A | 0.021103 |  |
| RBC BEARINGS INC | 0.021072 | ✓ |
| CARPENTER TECHNOLOGY CORP | 0.020991 |  |
| MIRION TECHNOLOGIES INC-A | 0.019894 | ✓ |
| HEALTHEQUITY INC | 0.019718 | ✓ |
| SEMTECH CORP | 0.019216 |  |
| GUARDANT HEALTH INC | 0.018650 | ✓ |
| TALEN ENERGY CORP | 0.018636 |  |
| AAR CORP | 0.017937 | ✓ |
| APPLIED INDU TEC | 0.017340 |  |
| CECO ENVIRONMNTL | 0.017163 |  |
| GLAUKOS CORP | 0.017069 |  |
| DUTCH BROS INC-A | 0.016869 |  |
| CUSHMAN and WAKEFIELD LTD | 0.016727 |  |
| ALIGNMENT HEALTHCARE INC | 0.016319 |  |
| XOMETRY INC-A | 0.015670 |  |
| LIGAND PHARMACEUTICALS | 0.015646 |  |
| Ascendis Pharma A/S | 0.015416 | ✓ |
| MIAMI INTERNATIONAL HOLDINGS INC | 0.015196 | ✓ |
| ARMSTRONG WORLD INDUSTRIES INC | 0.014960 |  |
| ATI INC | 0.014692 |  |
| REPLIGEN CORP | 0.014409 | ✓ |
| CREDO TECHNOLOGY GROUP HOLDING LTD | 0.014269 | ✓ |
| SAIA INC | 0.014129 |  |
| RAMBUS INC | 0.013933 |  |
| LIBERTY LIVE HOLDINGS INC C | 0.013812 |  |
| BRIGHTSPRING HEALTH SERVICES INC | 0.013576 |  |
| TAYLOR MORRISON HOME CORP | 0.013551 |  |
| TARSUS PHARMACEUTICALS INC | 0.013175 |  |
| LEGENCE CORP-A | 0.012804 |  |
| SITEONE LANDSCAPE SUPPLY INC | 0.012695 |  |
| KRATOS DEFENSE and SEC SOLTN INC | 0.012480 | ✓ |
| ADMA BIOLOGICS INC | 0.012085 |  |
| AAON INC | 0.011937 | ✓ |
| SKYWARD SPECIALTY INSURANCE GROUP INC | 0.011304 |  |
| KIRBY CORP | 0.010763 |  |
| HAMILTON LANE INC - A | 0.009834 | ✓ |
| CASTLE BIOSCIENCES INC | 0.009817 |  |
| WINGSTOP INC | 0.009778 | ✓ |
| ARGAN INC | 0.009588 |  |
| GENIUS SPORTS LTD | 0.009326 |  |


## Sources

- N-PORT (fund A) — accession `0002071691-26-007578` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/872625/000207169126007578/0002071691-26-007578-index.htm>
- N-PORT (fund B) — accession `0001410368-26-032007` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1081400/000141036826032007/0001410368-26-032007-index.htm>

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