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Franklin Small Cap Value R

FVFRX
51.56
-0.32
-0.62%
9/27/2016
5 Years
  • Previous Close

    51.88

  • Net Assets

    223.12M

  • Yield

    0.28%

  • Front load

    None

  • Expenses

    1.36%

  • Category

    Small Value

  • Morningstar Risk

    Above 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 (the total market value of a company's outstanding stock) under $3.5 billion at the time of purchase. 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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