About FVRMX
Franklin Mutual Small-Mid Cap Value Fund Advisor Class is a diversified mutual fund that primarily targets small- and mid-capitalization U.S. companies with a value-oriented approach. The fund seeks long-term total return by investing at least 80% of its net assets in businesses whose market capitalizations do not exceed the largest companies in the Russell 2500 Index at the time of investment. Its portfolio spans various sectors, including energy, industrials, financial services, consumer cyclical, and communication services, reflecting a broad approach to capturing opportunities among undervalued smaller firms. With a strategy focused on companies considered to be trading below their intrinsic worth, the fund aims to benefit from both capital appreciation and income, distributing dividends annually. Managed with an emphasis on risk-adjusted returns, it has achieved recognition for its historical performance within the small value category, as evidenced by favorable ratings over multiple time periods. The Franklin Mutual Small-Mid Cap Value Fund Advisor Class serves investors seeking exposure to domestic small- and mid-cap equities through a disciplined value investing methodology, playing a significant role in portfolios focused on diversification and long-term growth potential within this segment of the market.
Fund Family Franklin Templeton Investments
Category Small Value
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol FVRMX
Share Class Advisor Class
Index Russell 2000 Value TR
FVRMX had a total return of 17.77% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.47%.
