FVFRX – Franklin Small Cap Value R Investment Strategy | Morningstar

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Strategy

The investment seeks long-term total return. The fund normally invests at least 80% of its net assets in investments of small-capitalization (small-cap) companies. Small-cap companies are companies with market capitalizations not exceeding either: 1) the highest market capitalization in the Russell 2000 Index; or 2) the 12-month average of the highest market capitalization in the Russell 2000 Index. It generally invests in equity securities that the fund's investment manager believes are undervalued at the time of purchase and have the potential for capital appreciation. It may invest up to 25% of its total assets in foreign securities.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
FVADX	Franklin Small Cap Value Fund Advisor Class	Institutional	Limited			Dec 31, 1996	$1.32B	0.720%	Low	$100,000	−$147.13M
FRVLX	Franklin Small Cap Value Fund Class A	Front Load	Limited			Mar 11, 1996	$1.17B	0.970%	Low	$1,000	−$156.54M
FRVFX	Franklin Small Cap Value Fund Class C	Level Load	Limited			Sep 3, 1996	$32.37M	1.720%	Low	$1,000	−$11.45M
FRCSX	Franklin Small Cap Value Fund Class R6	Retirement, Large	Limited			May 1, 2013	$1.38B	0.600%	Low	$1M	−$171.37M
FVFRX	Franklin Small Cap Value Fund Class R	Retirement, Medium	Limited			Aug 1, 2002	$96.81M	1.220%	Low	$1,000	−$19.31M

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