NasdaqGM - Delayed Quote USD
BrandywineGLOBAL - Small Cap Va (0P0001P9OR)
As of April 5 at 4:00:00 PM EDT. Market Open.
Investment Information
- Min Initial Investment
- 1,000
- Min Initial Investment, IRA
- 2.5
- Min Initial Investment, AIP
- 0.25
- Min Subsequent Investment
- 25
- Min Subsequent Investment, IRA
- 0.5
- Min Subsequent Investment, AIP
- 0.25
Broker Availability
Broker Availability Information Not Available
Fund Summary
Under normal circumstances, the fund invests at least 80% of its net assets in equity securities of small-cap companies. Small-cap companies are companies whose market capitalizations at the time of investment are similar to market capitalizations of companies in the Russell 2000 Index, which varies due to market conditions and the composition of the index. The fund may invest up to 25% of its net assets in equity securities of foreign issuers.
Fund Overview
| Category | Small Value |
| Fund Family | Franklin Templeton Investments |
| Net Assets | 21.18M |
| YTD Return | 2.71% |
| Yield | 1.65% |
| Morningstar Rating | -- |
| Inception Date | Aug 31, 2022 |
Performance & Risk
| YTD Return | -0.42% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 80 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | -- |
| Morningstar Risk Rating | -- |
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