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Franklin Small Cap Value R

FVFRX
53.82
-0.31
-0.57%
6/27/2017
5 Years
  • Previous Close

    54.13

  • Net Assets

    218.04M

  • Yield

    0.00%

  • Front load

    None

  • Expenses

    1.34%

  • Category

    Small Value

  • Morningstar Risk

    Average

  • Morningstar Rating ★★★
Profile

Name of Issuer

Franklin Templeton Investments

Fund Style

Open

Fund Manager

Steven Raineri

Investment Style

Small Blend

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.

Purchase Information

Initial Purchase 1,000
Initial Purchase: IRA 250
Initial Purchase: AIP 50

Inception

8/1/2002

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