Franklin Small Cap Value has avoided becoming a victim of its own success, earning its cheapest share classes Morningstar Analyst Ratings of Silver, with pricier shares at Bronze.
Morningstar’s Fund Analysis FVADX
Will FVADX 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 FVADX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the FVADX 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 FVADX’s parent organization’s priorities and whether they’re in line with investors’ interests.