Morningstar

Franklin Small Cap Value A FRVLX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Franklin Templeton Investment Hub

Morningstar’s Analysis FRVLX

Will FRVLX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FRVLX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FRVLX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FRVLX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Strong manager and process, but closed to new investors.

Analyst Drew Carter

Drew Carter

Analyst

Summary

Franklin Small Cap Value’s seasoned manager oversees a conservative relative-value approach and has delivered good risk-adjusted performance over his 10-plus years at the helm. While the fund closed to new investors in 2021, it remains a solid offering.

by Drew Carter
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