FVFRX Mutual Fund

FVFRX Mutual Fund (Franklin Small Cap Value Fund Class R) is managed by Franklin Templeton Investments (US). FVFRX expense ratio is 1.22%, holding 97 positions across sectors including Financials, Industrials, Materials. Inception date: 2002-08-01.

FVFRX performance shows a YTD return of 20.89%. The 1-year return is 22.57% and the 5-year return is 9.50%. FVFRX dividend yield stands at 0.66%, paid annually.

FVFRX top holdings include Aci Worldwide Inc (3.4%), Ashland Global Holdings Inc (3.1%), Rosebank Industries PLC (2.7%), South State Corp (2.6%), Whitecap Resources Inc (2.6%). Go to all FVFRX holdings, FVFRX sectors, or FVFRX dividends.

FVFRX can be compared against other funds. Use FVFRX overlap to find shared positions, or FVFRX vs another fund for a side-by-side view. FVFRX alternatives are available via the screener, along with tax-loss harvesting opportunities.