Nasdaq - Delayed Quote USD

Franklin Small Cap Value A (FRVLX)

58.35 -1.74 (-2.90%)
At close: 8:01 PM EDT
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DELL
  • Previous Close 60.09
  • YTD Return 13.41%
  • Expense Ratio 0.99%
  • Category Small Value
  • Last Cap Gain 1.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 4.32B
  • Beta (5Y Monthly) 0.95
  • Yield 0.73%
  • 5y Average Return --
  • Holdings Turnover 68.74%
  • Last Dividend 0.46
  • Inception Date Mar 11, 1996

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.

Franklin Templeton Investments

Fund Family

Small Value

Fund Category

4.32B

Net Assets

1996-03-11

Inception Date

Performance Overview: FRVLX

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Trailing returns as of 9/3/2024. Category is Small Value.

YTD Return

FRVLX
13.41%
Category
26.79%
?

1-Year Return

FRVLX
16.18%
Category
71.02%
?

3-Year Return

FRVLX
6.72%
Category
9.35%
?

5-Year Return

FRVLX
10.97%
Category
12.17%
?

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Holdings: FRVLX

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Top 10 Holdings (27.77% of Total Assets)

SymbolCompany% Assets
ACIW
ACI Worldwide, Inc. 3.36%
QQ.L
QinetiQ Group plc 3.27%
SSB
SouthState Corporation 3.00%
COLB
Columbia Banking System, Inc. 2.78%
VRN.TO
Veren Inc. 2.77%
MWA
Mueller Water Products, Inc. 2.65%
FIBK
First Interstate BancSystem, Inc. 2.58%
CNO
CNO Financial Group, Inc. 2.46%
EAT
Brinker International, Inc. 2.46%
WSFS
WSFS Financial Corporation 2.43%

Sector Weightings

Recent News: FRVLX

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Research Reports: FRVLX

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