FMCVX Mutual Fund

FMCVX Mutual Fund (Franklin Mutual Small-Mid Cap Value Fund Class R6) is managed by Franklin Templeton Investments (US) with $20.1M in net assets. FMCVX expense ratio is 0.88%, holding 83 positions across sectors including Financials, Industrials, Materials. Inception date: 2013-05-01.

FMCVX performance shows a YTD return of 14.28%. The 1-year return is 16.41% and the 5-year return is 7.58%. FMCVX dividend yield stands at 0.63%, paid annually.

FMCVX top holdings include Ift - Money Market Port (3.5%), South State Corp (3.2%), Ashland Global Holdings Inc (2.9%), Citizens Financial Group Inc. (2.8%), Columbia Banking System Inc Common Stock (2.7%). Go to all FMCVX holdings, FMCVX sectors, or FMCVX dividends.

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