Franklin Small Cap Fund Quote
| FRVLX Fund | USD 65.12 0.61 0.93% |
Performance8 of 100
| Odds Of DistressLess than 20
|
Franklin Small is trading at 65.12 as of the 27th of November 2024; that is 0.93% down since the beginning of the trading day. The fund's open price was 65.73. Franklin Small has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Franklin Small Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of October 2024 and ending today, the 27th of November 2024. Click here to learn more.
The fund normally invests at least 80 percent of its net assets in investments of small-capitalization 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. More on Franklin Small Cap
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Moving against Franklin Mutual Fund
Franklin Mutual Fund Highlights
| Fund Concentration | Franklin Templeton Investments Funds, Large Funds, Small Value Funds, Small Value, Franklin Templeton Investments (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Franklin Small Cap [FRVLX] is traded in USA and was established 27th of November 2024. Franklin Small is listed under Franklin Templeton Investments category by Fama And French industry classification. The fund is listed under Small Value category and is part of Franklin Templeton Investments family. This fund currently has accumulated 4.14 B in assets under management (AUM) with no minimum investment requirementsFranklin Small Cap is currently producing year-to-date (YTD) return of 16.89% with the current yeild of 0.01%, while the total return for the last 3 years was 5.43%.
Check Franklin Small Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Franklin Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Franklin Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Franklin Small Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Franklin Small Cap Mutual Fund Constituents
| THO | Thor Industries | Stock | Consumer Discretionary | |
| HI | Hillenbrand | Stock | Industrials | |
| LKFN | Lakeland Financial | Stock | Financials | |
| LTC | LTC Properties | Stock | Real Estate | |
| INFXX | Institutional Fiduciary Trust | Money Market Fund | US Money Market Fund | |
| GBX | Greenbrier Companies | Stock | Industrials | |
| FHN | First Horizon National | Stock | Financials | |
| ORI | Old Republic International | Stock | Financials |
Franklin Small Cap Risk Profiles
| Mean Deviation | 0.9345 | |||
| Semi Deviation | 0.9543 | |||
| Standard Deviation | 1.34 | |||
| Variance | 1.8 |
Franklin Small Against Markets
Other Information on Investing in Franklin Mutual Fund
Franklin Small financial ratios help investors to determine whether Franklin Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Franklin with respect to the benefits of owning Franklin Small security.
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