FRVLX Rating, Research - Franklin Small Cap Value A

Franklin Small Cap Value A (frvlx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

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


SWOT Statistics

Strengths + Opportunities = 27

Threats + Weaknesses = 16

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

Fund Management Team

Fund Description Update

Franklin Small Cap Value A (FRVLX) Description: FRVLX is a mutual fund, which is an investment that owns a basket of assets. The FRVLX 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 large fund size classification. FRVLXs minimum initial investment amount is $1000 while the IRA minimum is $250. FRVLXs expense ratio is roughly 1%. The latest FRVLXs front end load was 6% and the back end load was 0%. The Franklin Small Cap Value A (FRVLX) mutual fund falls under the small value category. FRVLX focuses its investments in USA and FRVLX is not affiliated with a particular industry or fund sector. The Franklin Small Cap Value A (FRVLX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find FRVLXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of FRVLXs 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 2030. It allocates approximately 82% of assets to stocks (see stock research) and 18% to bonds and money market instruments.

Management Analysis Update

Performance Analysis Update