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 80 positions across sectors including Industrials, Financials, Energy. Inception date: 2005-11-01.

FVRMX performance shows a YTD return of 14.85%. The 1-year return is 21.79% and the 5-year return is 8.08%. FVRMX dividend yield stands at 0.61%, paid annually.

FVRMX top holdings include Aci Worldwide Inc (3.0%), Whitecap Resources Inc (3.0%), Regal Rexnord Corp (2.9%), Baker Hughes Co (2.9%), Steel Dynamics, Inc. (2.8%). 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.