Morningstar® Investment Profile™   Morningstar®
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for Print
Franklin Small Mid Cap Growth VIP 2
Release date as of 2024-11-30. Data on page is subject to change.
Snapshot Ratings & Risk Portfolio Nuts & Bolts
  Fees and Expenses Taken from prospectus dated 2024-05-01  
Maximum Fees
Administrative 0.15%
Management 0.80%
12b-1 ---
Actual Fees
12b-1 0.25%
Management 0.80%
Expense Ratio 1.07%
(taken from annual report dated 2024-06-30)
Total Annual Operating Expense 1.10%
Waiver Data
Type Date %
ManagementFee Contractual --- 0.02
  Management
Inception Date: 1999-01-06
Mngr Name Jennifer Chen
Mngr Start Date 2024-09-30
Biography
Jennifer Chen is a research analyst with the Franklin Equity Group. She specializes in the equity research and analysis of companies in the media, entertainment, and video gaming industries. Prior to joining Franklin Templeton in 2021, Ms. Chen was a private equity director at Saban Capital Group, a media and entertainment-focused investment firm. She started her career as an investment banking analyst in the mergers and acquisitions group at Morgan Stanley. Ms. Chen earned her BS in business administration from UC Berkeley and her MBA from Stanford Graduate School of Business
Mngr Name Michael McCarthy
Mngr Start Date 1995-11-01
Biography
Michael McCarthy is executive vice president and portfolio manager for Franklin Equity Group (FEG). He is the lead portfolio manager for the Franklin Small Cap Growth strategy, and also assists with the management of the Franklin Small-Mid Cap Growth strategy, which he has helped manage since its inception in 1992. Mr. McCarthy is a Chartered Financial Analyst (CFA) charter holder 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
Mngr Name John P. Scandalios
Mngr Start Date 2016-09-01
Biography
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.
Investment Advisor(s)
Franklin Advisers, Inc.
Web Site
www.franklintempleton.com
Issuer
Franklin Templeton Investments
Subadvisor(s)
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