Franklin Small Cap Value has avoided becoming a victim of its own success, earning its cheapest share classes Morningstar Analyst Ratings of Silver, with pricier shares at Bronze.
Franklin Small Cap Value A FRVLX
NAV / 1-Day Return
53.82
/
0.58
%
Total Assets
4.1 Bil
Adj. Expense Ratio
1.000%
Expense Ratio
1.000%
Fee Level
Low
Longest Manager Tenure
10.12
years
Category
Small Value
Investment Style
Small ValueMin. Initial Investment
1,000
Status
Open
TTM Yield
0.59%
Turnover
53%
Morningstar’s Fund Analysis FRVLX
Will FRVLX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
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.
People Pillar
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.
Parent Pillar
The Parent Pillar is our rating of FRVLX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Sticking to its knitting.
