# Portfolio overlap — LMSIX vs PSGIX

Comparing **Franklin U.S. Small Cap Equity Fund** (2026-03-31) and **BlackRock Advantage Small Cap Growth Fund** (2026-03-31).

- Shared positions: 116
- Franklin U.S. Small Cap Equity Fund covered by BlackRock Advantage Small Cap Growth Fund: 0.2649912194348592607255555781
- BlackRock Advantage Small Cap Growth Fund covered by Franklin U.S. Small Cap Equity Fund: 0.2649912194348592607255555780

## Franklin U.S. Small Cap Equity Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| BLOOM ENERGY CORP CL A | 0.015662 | ✓ |
| NEXTRACKER INC CL A | 0.013222 | ✓ |
| Invesco Treasury Portfolio, Institutional Class | 0.011233 |  |
| SSR MINING INC | 0.010852 |  |
| POWELL INDUSTRIES INC | 0.010008 | ✓ |
| ARGAN INC | 0.009877 | ✓ |
| ENSIGN GROUP INC | 0.009365 | ✓ |
| PAR PACIFIC HOLDINGS INC | 0.009351 | ✓ |
| CREDO TECHNOLOGY GROUP HOLDING LTD | 0.009149 | ✓ |
| CALIFORNIA RESOU | 0.009007 |  |
| TALOS ENERGY INC | 0.008892 |  |
| LUMEN TECHNOLOGIES INC | 0.008840 | ✓ |
| FABRINET | 0.008782 | ✓ |
| TUTOR PERINI CORP | 0.008721 | ✓ |
| INTERDIGITAL INC | 0.008688 | ✓ |
| PRIMORIS SVCS CORP | 0.008574 | ✓ |
| JACKSON FINANCIAL INC | 0.008451 |  |
| RAMBUS INC | 0.008165 | ✓ |
| MOOG INC-CLASS A | 0.008082 | ✓ |
| UNITED NATURAL FOODS INC | 0.007402 | ✓ |
| ENERSYS INC | 0.007259 | ✓ |
| BRIGHTSPHERE INVESTMENT GROUP INC | 0.007250 | ✓ |
| HECLA MINING CO | 0.007163 | ✓ |
| SENECA FOODS CORP CL A | 0.006770 |  |
| AMERICAN PUBLIC EDUCATION INC | 0.006751 |  |
| BEL FUSE INC NV CL B | 0.006744 |  |
| KRATOS DEFENSE and SEC SOLTN INC | 0.006605 | ✓ |
| SKYWEST INC | 0.006576 | ✓ |
| Constellium SE, Class A | 0.006542 | ✓ |
| SKYWATER TECHNOLOGY INC | 0.006495 | ✓ |
| THERAVANCE BIOPHARMA INC | 0.006462 | ✓ |
| RADIAN GROUP INC | 0.006421 |  |
| LIVANOVA PLC | 0.006300 |  |
| PHOTRONICS INC | 0.006296 |  |
| PIPER SANDLER CO | 0.006248 | ✓ |
| KOHLS CORP | 0.006217 |  |
| SCORPIO TANKERS INC | 0.006214 | ✓ |
| AXOS FINANCIAL INC | 0.006211 | ✓ |
| BRINKER INTL | 0.006198 | ✓ |
| DIGITALOCEAN HOLDINGS INC | 0.006099 | ✓ |
| SANMINA CORP | 0.006059 | ✓ |
| VALARIS LTD | 0.006031 |  |
| ASTRONICS CORP | 0.006011 | ✓ |
| VALLEY NATL BANCORP | 0.005946 |  |
| ARROWHEAD PHARMACEUTICALS INC | 0.005887 | ✓ |
| SELECT MEDICAL HLDGS CORP | 0.005876 |  |
| TEXAS CAPITAL BANCSHARES INC | 0.005874 |  |
| ENOVA INTL INC | 0.005808 | ✓ |
| HOVNANIAN ENTERPRISES INC CL A | 0.005800 |  |
| BANK OF NT BUTTERFIELD & SON LTD/THE | 0.005795 |  |

## BlackRock Advantage Small Cap Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| BlackRock Cash Funds: Institutional, SL Agency Shares | 0.043422 |  |
| BLOOM ENERGY CORP CL A | 0.019726 | ✓ |
| FABRINET | 0.012811 | ✓ |
| ADV ENERGY INDS | 0.012484 |  |
| CREDO TECHNOLOGY GROUP HOLDING LTD | 0.010824 | ✓ |
| BLKR-LIQ T-INS | 0.009676 |  |
| KRATOS DEFENSE and SEC SOLTN INC | 0.008915 | ✓ |
| DYCOM INDUSTRIES INC | 0.008594 |  |
| ENSIGN GROUP INC | 0.008412 | ✓ |
| NEXTRACKER INC CL A | 0.008104 | ✓ |
| STERLING INFRASTRUCTURE INC | 0.007214 |  |
| GUARDANT HEALTH INC | 0.007091 |  |
| MODINE MFG CO | 0.007026 | ✓ |
| MADRIGAL PHARMACEUTICALS INC | 0.006600 | ✓ |
| BRIDGEBIO PHARMA INC | 0.006492 | ✓ |
| MOOG INC-CLASS A | 0.006475 | ✓ |
| RAMBUS INC | 0.006429 | ✓ |
| IONQ INC | 0.005981 |  |
| COMFORT SYSTEMS USA INC | 0.005834 |  |
| COEUR MINING INC | 0.005637 |  |
| ESCO TECHNOLOGIES INC | 0.005631 |  |
| SPX TECHNOLOGIES INC | 0.005559 |  |
| ARROWHEAD PHARMACEUTICALS INC | 0.005388 | ✓ |
| ARCHROCK INC | 0.005356 |  |
| CHART INDUSTRIES INC | 0.005167 |  |
| PRICESMART INC | 0.005099 |  |
| STONEX GROUP INC | 0.005024 |  |
| PLANET LABS PBC A | 0.005008 |  |
| INTERDIGITAL INC | 0.004940 | ✓ |
| FORMFACTOR INC | 0.004850 |  |
| SITIME CORP | 0.004813 |  |
| AEROVIRONMENT INC | 0.004785 |  |
| ARGAN INC | 0.004625 | ✓ |
| ZURN ELKAY WATER SOLUTIONS CORP | 0.004575 |  |
| FED SIGNAL CORP | 0.004550 |  |
| VIAVI SOLUTIONS INC | 0.004447 |  |
| SEMTECH CORP | 0.004447 |  |
| ATMUS FILTRATION TECHNOLOGIES INC | 0.004389 |  |
| INSTALLED BUILDING PRODUCTS INC | 0.004359 |  |
| PLEXUS CORP | 0.004315 |  |
| EXLSERVICE HOLDINGS INC | 0.004275 |  |
| ENCOMPASS HEALTH CORP | 0.004224 |  |
| CLEARWATER ANALYTICS HOLDINGS INC | 0.004200 |  |
| URANIUM ENERGY CORP | 0.004195 |  |
| TG THERAPEUTICS INC | 0.004148 | ✓ |
| ENOVA INTL INC | 0.004045 | ✓ |
| AXSOME THERAPEUTICS INC | 0.003981 |  |
| GLAUKOS CORP | 0.003965 | ✓ |
| IRADIMED CORP | 0.003958 | ✓ |
| BRINKER INTL | 0.003918 | ✓ |


## Sources

- N-PORT (fund A) — accession `0000940400-26-021637` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1474103/000094040026021637/0000940400-26-021637-index.htm>
- N-PORT (fund B) — accession `0000940400-26-020797` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/844779/000094040026020797/0000940400-26-020797-index.htm>

---

_Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them._

_Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._

_Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed. See <https://fundwatcher.app/terms/>_