2 / 5 Stars
2 2 4 3 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#41 in Mid-Cap Value
U.S. News evaluated 109 Mid-Cap Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 27.73 percent over the past year, 11.74 percent over the past three years, and 22.87 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.5%|
|3 Years (Annualized)||11.7%|
|5 Years (Annualized)||22.9%|
|10 Years (Annualized)||N/A|
The investment seeks long-term total return. Under normal market conditions, the fund predominantly invests in equity securities of companies of any size that the fund's investment manager believes are undervalued at the time of purchase and have the potential for capital appreciation. It invests predominantly in common stocks. The fund may invest up to 25% of its total assets in foreign securities.
Fees are Low compared to funds in the same category.
Franklin All Cap Value Fund has an expense ratio of 1.23 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.