FVRMX Mutual Fund

FVRMX Mutual Fund (Franklin Mutual Small-Mid Cap Value Fund Advisor Class) is managed by Franklin Templeton Investments (US). FVRMX expense ratio is 0.91%, holding 83 positions across sectors including Financials, Industrials, Materials. Inception date: 2005-11-01.

FVRMX performance shows a YTD return of 14.20%. The 1-year return is 16.28% and the 5-year return is 7.48%. FVRMX dividend yield stands at 0.62%, paid annually.

FVRMX 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 FVRMX holdings, FVRMX sectors, or FVRMX dividends.

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