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Franklin Small Cap Value R FVFRX

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%

Morningstar’s Analysis FVFRX

Will FVFRX outperform in future?

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

A sensibly cautious approach to small-cap value.

Summary

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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.

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