3 / 5 Stars
4 4 2 4 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#28 in Small Value
U.S. News evaluated 117 Small 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 20.43 percent over the past year, 13.20 percent over the past three years, 22.48 percent over the past five years, and 9.70 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-4.9%|
|3 Years (Annualized)||13.2%|
|5 Years (Annualized)||22.5%|
|10 Years (Annualized)||9.7%|
The investment seeks long-term total return. The fund normally invests at least 80% of its net assets in investments of small-capitalization (small-cap) companies. Small-cap companies are companies with market capitalizations (the total market value of a company's outstanding stock) under $3.5 billion at the time of purchase. It generally invests in equity securities that the fund's investment manager believes are undervalued and have the potential for capital appreciation. The fund invests primarily in common stocks. It may invest up to 25% of its total assets in foreign securities.
Fees are High compared to funds in the same category.
Franklin Small Cap Value Fund has an expense ratio of 1.19 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.