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Franklin MicroCap Value Adv FVRMX

Quantitative rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 29.50  /  0.68 %
  • Total Assets 245.6 Mil
  • Adj. Expense Ratio
    0.970%
  • Expense Ratio 0.980%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Small Value
  • Investment Style Small Value
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.51%
  • Turnover 20%

Morningstar’s Analysis FVRMX

Will FVRMX outperform in future?

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

Summary

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Weakness in Franklin MicroCap Value Adv's People and Process Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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