Franklin MicroCap Value Advisor Fund FVRMX seeks high total return, of which capital appreciation and income are components. FVRMX's managers invest primarily in the equity securities of companies with market capitalizations under $300 million, and focus on buying such securities when they are selling at a low price to book value.
This Small Cap Value product has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 3, 5 year benchmarks; 3 year 8.2% and 5 year 11.9%. To see how this fund performed compared in its category, and other #1 and #2 Ranked Mutual Funds, please click here.
The Franklin MicroCap Value Advisor fund, as of the last filing, allocates their fund in top one major group; Small Value. Further, as of the last filing, Healthcare Services Group Inc, Delta Apparel Inc and Hurco Companies Inc were the top holdings for FVRMX.
This Zacks Rank #2 (Buy) was incepted in December 1995 and is managed by Franklin/Temp. FVRMX carries an expense ratio of 0.95% and requires a minimal initial investment of $100,000.
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Zacks Investment Research