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Morningstar

Franklin Small Cap Value R FVFRX

Morningstar Analyst Rating
Analyst rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 54.74  /  0.80 %
  • Total Assets 4.0 Bil
  • Adj. Expense Ratio
    1.230%
  • Expense Ratio 1.250%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Small Value
  • Investment Style Small Value
  • Min. Initial Investment 1,000
  • Status Limited
  • TTM Yield 0.14%
  • Turnover 47%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:11 PM GMT+00:00

Morningstar’s Analysis FVFRX

Will FVFRX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FVFRX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the FVFRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of FVFRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sensibly cautious approach to small-cap value.

Analyst

Summary

| by Drew Carter

Franklin Small Cap Value’s seasoned manager and guarded approach earn its cheaper share classes Morningstar Analyst Ratings of Silver, while pricier shares are rated Bronze.

Unlock our full analysis with Morningstar Investor