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 88 positions across sectors including Financials, Industrials, Materials. Inception date: 2002-08-01.

FVFRX performance shows a YTD return of 22.44%. The 1-year return is 30.88% and the 5-year return is 9.16%. FVFRX dividend yield stands at 0.66%, paid annually.

FVFRX top holdings include Ift - Money Market Port (3.6%), Aci Worldwide Inc (3.5%), Ashland Global Holdings Inc (3.3%), Select Energy Services Inc (3.1%), Bruker Corp. (2.7%). 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.