Franklin Microcap Value Fund Quote
| FRMCX Fund | USD 23.89 0.46 1.89% |
Performance0 of 100
| Odds Of DistressLess than 23
|
Franklin Microcap is trading at 23.89 as of the 12th of January 2025; that is 1.89% down since the beginning of the trading day. The fund's open price was 24.35. Franklin Microcap has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 13th of December 2024 and ending today, the 12th of January 2025. Click here to learn more.
The fund invests at least 80 percent of its net assets in investments of small-capitalization and mid-capitalization companies. The fund managers consider small- and mid-cap companies as companies with a market capitalization not exceeding the higher of 1 the highest market capitalization in the Russell 2500 Index. More on Franklin Microcap Value
Moving together with Franklin Mutual Fund
Franklin Mutual Fund Highlights
| Fund Concentration | Franklin Templeton Investments Funds, Large Funds, Small Value Funds, Small Value, Franklin Templeton Investments, Large, Small Value (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Franklin Microcap Value [FRMCX] is traded in USA and was established 12th of January 2025. Franklin Microcap 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. This fund currently has accumulated 224.63 M in assets under management (AUM) with no minimum investment requirementsFranklin Microcap Value is currently producing year-to-date (YTD) return of 0.7% with the current yeild of 0.0%, while the total return for the last 3 years was 6.2%.
Check Franklin Microcap 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 Microcap Value 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 Microcap Value Mutual Fund Constituents
| RCKY | Rocky Brands | Stock | Consumer Discretionary | |
| INDT | Indus Realty Trust | Stock | Real Estate | |
| FBIZ | First Business Financial | Stock | Financials | |
| INFXX | Institutional Fiduciary Trust | Money Market Fund | US Money Market Fund | |
| HCSG | Healthcare Services Group | Stock | Industrials | |
| SHYF | Shyft Group | Stock | Industrials | |
| MCEM | The Monarch Cement | Pink Sheet | Materials | |
| PFIS | Peoples Fin | Stock | Financials |
Franklin Microcap Value Risk Profiles
| Mean Deviation | 1.14 | |||
| Standard Deviation | 2.65 | |||
| Variance | 7.02 | |||
| Risk Adjusted Performance | (0.09) |
Franklin Microcap Against Markets
Other Information on Investing in Franklin Mutual Fund
Franklin Microcap 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 Microcap security.
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