FRMCX Mutual Fund

FRMCX Mutual Fund (Franklin Mutual Small-Mid Cap Value Fund Class A) is managed by Franklin Templeton Investments (US) with $163.9M in net assets. FRMCX expense ratio is 1.16%, holding 80 positions across sectors including Financials, Industrials, Materials. Inception date: 1995-12-12.

FRMCX performance shows a YTD return of 14.70%. The 1-year return is 21.49% and the 5-year return is 8.36%. FRMCX dividend yield stands at 0.40%, paid annually.

FRMCX top holdings include Ashland Global Holdings Inc (3.3%), South State Corp (3.0%), Aci Worldwide Inc (2.9%), Citizens Financial Group Inc. (2.8%), Columbia Banking System Inc Common Stock (2.8%). Go to all FRMCX holdings, FRMCX sectors, or FRMCX dividends.

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