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Franklin Mutual Small-Mid Cap Val Adv (FVRMX)

20.27
-0.46
(-2.22%)
At close: 8:03:54 PM EDT
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  • Previous Close 20.73
  • YTD Return -5.77%
  • Expense Ratio 0.91%
  • Category Small Value
  • Last Cap Gain 26.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating --
  • Net Assets 191.61M
  • Beta (5Y Monthly) 0.89
  • Yield 0.72%
  • 5y Average Return --
  • Holdings Turnover 32.63%
  • Last Dividend 0.21
  • Inception Date Dec 12, 1995

The fund invests at least 80% of its net assets in investments of small-capitalization and mid-capitalization companies. The fund managers consider small- and mid-cap companies as companies with a market capitalization not exceeding the higher of: 1) the highest market capitalization in the Russell 2500 Index. The fund generally invests in equity securities of companies that the fund’s investment manager believes are undervalued at the time of purchase and have the potential for capital appreciation.

Franklin Templeton Investments

Fund Family

Small Value

Fund Category

191.61M

Net Assets

1995-12-12

Inception Date

Performance Overview: FVRMX

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Trailing returns as of 4/4/2025. Category is Small Value.

YTD Return

FVRMX
5.77%
Category
26.79%
 

1-Year Return

FVRMX
0.00%
Category
71.02%
 

3-Year Return

FVRMX
5.95%
Category
9.35%
 

5-Year Return

FVRMX
18.05%
Category
12.17%
 

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Holdings: FVRMX

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Sector Weightings

SectorFVRMX
Industrials   29.43%
Technology   10.97%
Healthcare   6.57%
Energy   4.64%
Real Estate   1.97%
Utilities   1.57%

Recent News: FVRMX

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Research Reports: FVRMX

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