Franklin Small Cap Value's veteran lead manager and promising surrounding cast have proved effective in executing a resilient process. That bumps up the Morningstar Analyst Rating of the strategy's cheapest share classes to Silver and its pricier shares to Bronze.
Will FRVLX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FRVLX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the FRVLX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of FRVLX’s parent organization’s priorities and whether they’re in line with investors’ interests.