Franklin Small Cap Value Fund

Scorecard
4 / 5 Stars
Lipper
4 5 2 4 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
TheStreet.com
C+ (Hold)

U.S. News evaluated 119 Small Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 24.65 percent over the past year, 13.92 percent over the past three years, 25.24 percent over the past five years, and 10.28 percent over the past decade.

Trailing Returns Updated 03.31.2014
Year to date 1.6%
1 Year 24.7%
3 Years (Annualized) 13.9%
5 Years (Annualized) 25.2%
10 Years (Annualized) 10.3%

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Summary

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 at the time of purchase and have the potential for capital appreciation. It may invest up to 25% of its total assets in foreign securities.

Fees

Fees are Low compared to funds in the same category.
Franklin Small Cap Value Fund has an expense ratio of 0.89 percent.

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Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

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See Also:

Top Franklin Templeton Investments Funds