Franklin Small Cap Fund Quote
| FRCSX Fund | USD 68.11 0.60 0.87% |
Performance10 of 100
| Odds Of DistressLess than 18
|
Franklin Small is trading at 68.11 as of the 13th of December 2024; that is 0.87% down since the beginning of the trading day. The fund's open price was 68.71. Franklin Small has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. The performance scores are derived for the period starting the 13th of November 2024 and ending today, the 13th of December 2024. Click here to learn more.
The fund normally invests at least 80 percent of its net assets in investments of small-capitalization 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. More on Franklin Small Cap
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Franklin Mutual Fund Highlights
| Thematic Idea | Small Growth Funds (View all Themes) |
| Fund Concentration | Franklin Templeton Investments Funds, Large Funds, Small Value Funds, Small Growth Funds, Small Value, Franklin Templeton Investments, Large, Small Value (View all Sectors) |
| Update Date | 31st of December 2024 |
Franklin Small Cap [FRCSX] is traded in USA and was established 13th of December 2024. Franklin Small is listed under Franklin Templeton Investments category by Fama And French industry classification. The fund is listed under Small Value category and is part of Franklin Templeton Investments family. The entity is thematically classified as Small Growth Funds. This fund currently has accumulated 2.73 B in assets under management (AUM) with no minimum investment requirementsFranklin Small Cap is currently producing year-to-date (YTD) return of 20.45% with the current yeild of 0.01%, while the total return for the last 3 years was 8.03%.
Check Franklin Small Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Franklin Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Franklin Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Franklin Small Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Franklin Small Cap Mutual Fund Constituents
| ASH | Ashland Global Holdings | Stock | Materials | |
| NTCT | NetScout Systems | Stock | Information Technology | |
| ACIW | ACI Worldwide | Stock | Information Technology | |
| MGRC | McGrath RentCorp | Stock | Industrials | |
| THG | The Hanover Insurance | Stock | Financials | |
| SR | Spire Inc | Stock | Utilities | |
| RBC | RBC Bearings Incorporated | Stock | Industrials | |
| CRI | Carters | Stock | Consumer Discretionary |
Franklin Small Cap Risk Profiles
| Mean Deviation | 0.8901 | |||
| Semi Deviation | 0.7098 | |||
| Standard Deviation | 1.27 | |||
| Variance | 1.62 |
Franklin Small Against Markets
Other Information on Investing in Franklin Mutual Fund
Franklin Small financial ratios help investors to determine whether Franklin Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Franklin with respect to the benefits of owning Franklin Small security.
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