Franklin Templeton closed Franklin Small Cap Value to most new investors at the end of business on May 27, 2021. This change does not alter the strategy’s Morningstar Analyst Ratings, which range from Silver to Bronze, depending on share class expenses.
Will FRVLX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FRVLX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the FRVLX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of FRVLX’s parent organization’s priorities and whether they’re in line with investors’ interests.