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Franklin Large Cap Value C (FLCVX)

19.09 Up 0.12(0.63%) Nov 21

Profile as of Oct 30, 2014Get Profile for:
Franklin Large Cap Value C
Franklin Value Investors TrustOne Franklin ParkwaySan Mateo, CA 94403-1906
Phone: 800-632-2301
Fund Overview 
Category:Large Value
Fund Family:Franklin Templeton Investments
Net Assets:221.75M
Year-to-Date Return:6.14%
Morningstar Rating:2 stars
Fund Inception Date:Jun 1, 2000
Morningstar Style Box 
Large Value
[View Category Definition]
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Management Information 
William J. Lippman
Lead Manager since Jun 1, 2000
Lippman is president of Franklin Advisory Services, LLC. He provides research and advice on the purchases and sales of individual securities, and portfolio risk assessment. Lippman joined Franklin Templeton Investments in 1988. He is co-head of Franklin Value Group, the $50 billion umbrella for Franklin and Mutual Series value investment teams. He is co-lead manager of the Franklin Templeton U.S. Rising Dividends Fund. Prior to joining Franklin, Mr. Lippman was president of L.F. Rothschild Fund Management Inc. From 1960 to 1986, he was president of Pilgrim Group, Inc., a firm that he founded.
Investment Information 
Min Initial Investment:1,000
Min Initial Investment, IRA:250
Min Initial Investment, AIP:50
Min Subsequent Investment:N/A
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:N/A
FLCVX can be purchased from 66 brokerages.

Fund Summary 
The investment seeks long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets in investments of large-capitalization companies. Large-capitalization companies are those with market capitalizations (share price times the number of common stock shares outstanding) that are similar in size to those in the Russell 1000® Index at the time of purchase. It generally invests in equity securities that the fund's investment manager believes are undervalued at the time of purchase and have the potential for capital appreciation. It may invest up to 25% of its total assets in foreign securities.

Fund Operations 
Last Dividend (Dec 16, 2012) : 0.05
Last Cap Gain : 0.00
Annual Holdings Turnover (Dec 30, 2013) : 5.81%
Average for Category:37.29%
Fees & Expenses 
ExpenseFLCVXCategory Avg
Annual Report Expense Ratio (net):2.06%1.13%
Prospectus Net Expense Ratio:2.07%N/A
Prospectus Gross Expense Ratio:2.08%N/A
Max 12b1 Fee:1.00%N/A
Max Front End Sales Load:N/A5.38%
Max Deferred Sales Load: 1.00%2.31%
3 Yr Expense Projection*:651526
5 Yr Expense Projection*:1,118833
10 Yr Expense Projection*:2,4111,667
* Per $10,000 invested