About FRVLX
Franklin Small Cap Value Fund Class A is an open-end mutual fund focused on investing in equity securities of small-capitalization companies. Its primary objective is long-term total return, achieved by allocating at least 80% of net assets to small-cap stocks that, in the view of its investment manager, are undervalued at the time of purchase. The fund employs a relative value strategy, targeting companies whose share prices appear low relative to their actual or potential earnings, book value, cash flow, or sales. Sectors represented in the portfolio include technology, energy, industrials, consumer cyclical, and financial services. The fund also considers companies that may be out of favor due to cyclical or secular challenges, or are experiencing temporary financial setbacks, and may incorporate environmental, social, and governance (ESG) criteria where relevant.
With a conservative investment approach and a seasoned management team, the fund maintains a diversified portfolio designed to identify opportunities for capital appreciation among smaller companies. It plays a significant role in providing investors with exposure to the small-cap value segment of the market, serving as a vehicle for diversification and potential long-term growth within a broader investment strategy.
Fund Family Franklin Templeton Investments
Category Small Value
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol FRVLX
Share Class Class A
Index Russell 2000 Value TR
FRVLX had a total return of 24.81% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.38%.
