Nasdaq - Delayed Quote USD

Franklin Small Cap Value R6 (FRCSX)

63.93 +0.63 (+1.00%)
At close: 8:00 PM EDT
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DELL
  • Previous Close 63.30
  • YTD Return 11.28%
  • Expense Ratio 0.60%
  • Category Small Value
  • Last Cap Gain 1.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 4.19B
  • Beta (5Y Monthly) 0.96
  • Yield 1.01%
  • 5y Average Return --
  • Holdings Turnover 68.74%
  • Last Dividend 0.67
  • Inception Date Sep 3, 1996

The fund normally invests at least 80% of its net assets in investments of small-capitalization (small-cap) companies. Small-cap companies are companies with market capitalizations not exceeding either: 1) the highest market capitalization in the Russell 2000 Index; or 2) the 12-month average of the highest market capitalization in the Russell 2000 Index. It generally invests in equity securities that the fund's investment manager believes are undervalued at the time of purchase and have the potential for capital appreciation. It may invest up to 25% of its total assets in foreign securities.

Franklin Templeton Investments

Fund Family

Small Value

Fund Category

4.19B

Net Assets

1996-09-03

Inception Date

Performance Overview: FRCSX

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Trailing returns as of 10/31/2024. Category is Small Value.

YTD Return

FRCSX
11.28%
Category
26.79%
?

1-Year Return

FRCSX
24.89%
Category
71.02%
?

3-Year Return

FRCSX
6.26%
Category
9.35%
?

5-Year Return

FRCSX
10.42%
Category
12.17%
?

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Holdings: FRCSX

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Top 10 Holdings (26.88% of Total Assets)

SymbolCompany% Assets
ACIW
ACI Worldwide, Inc. 2.94%
QQ.L
QinetiQ Group plc 2.88%
MWA
Mueller Water Products, Inc. 2.86%
COLB
Columbia Banking System, Inc. 2.86%
SSB
SouthState Corporation 2.74%
MAT
Mattel, Inc. 2.67%
FIBK
First Interstate BancSystem, Inc. 2.53%
RRX
Regal Rexnord Corporation 2.51%
EAT
Brinker International, Inc. 2.48%
KN
Knowles Corporation 2.42%

Sector Weightings

Recent News: FRCSX

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Research Reports: FRCSX

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