FRMCX Rating, Research - Franklin Microcap Value A

Franklin Microcap Value A (frmcx)

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Short Term Rating Stock Ratings Help
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Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
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%
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Geographic Allocation (% of Port)

North America
Europe
Asia
South America
Africa
Australia + Pacific Islands
Long Term Rating Stock Ratings Help

HOLD

SWOT Statistics

Strengths + Opportunities = 4

Threats + Weaknesses = 1

When strengths & opportunities substantially exceed threats & weaknesses an investment in the frmcx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Franklin Microcap Value A (FRMCX) Description: FRMCX is a mutual fund, which is an investment that owns a basket of assets. The FRMCX mutual fund was provided by Franklin and this investment vehicle derives the majority of its value from equity holdings (stocks). Franklins mutual fund has a long management tenure and is in the average fund size classification. FRMCXs minimum initial investment amount is $1000 while the IRA minimum is $250. FRMCXs expense ratio is roughly 1%. The latest FRMCXs front end load was 6% and the back end load was 0%. The Franklin Microcap Value A (FRMCX) mutual fund falls under the small value category. FRMCX focuses its investments in USA and FRMCX is not affiliated with a particular industry or fund sector. The Franklin Microcap Value A (FRMCX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find FRMCXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of FRMCXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks to provide growth of capital and current income. The fund primarily invests in other Vanguard mutual funds according to an asset allocation strategy designed for investors planning to retire in or within a few years of 2040. It allocates approximately 90% of assets to stocks (see stock research) and 10% to bonds.


Management Analysis Update


Performance Analysis Update