Franklin MicroCap Value A One Franklin Parkway San Mateo CA 94403-1906 Map
Phone: 800-632-2301
| Category: | Small Value | | Fund Family: | Franklin Templeton Investments | | Net Assets: | 232.19M | | Year-to-Date Return: | 22.37% | | Yield: | 1.46% | | Morningstar Rating: |  | | Fund Inception Date: | 12-Dec-95 |
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Bruce C. Baughman
Lead Manager since
12-Dec-95 | | | Baughman is senior vice president of Franklin Advisory Services, LLC, providing research and advice on the purchases and sales of individual securities, and portfolio risk assessment. He joined Franklin Templeton Investments in 1988. Baughman holds the Certified Public Accountants designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks high total return, of which capital appreciation and income are components. The fund normally invests at least 80% of net assets in investments of micro-cap companies which are those with market capitalizations under $400 million at the time of purchase. It generally invests in equity securities of companies that the manager believes are currently undervalued and have the potential for capital appreciation. The fund may invest up to 25% of total assets in foreign securities. |
| Last Dividend
(15-Dec-09):
| 0.15 | | Last Cap Gain
(15-Dec-08):
| 1.89 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 86.18% |
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| Expense | FRMCX | Category Avg | | Total Expense Ratio: | %
| 1.52% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | 5.75%
| 5.42% | | Max Deferred Sales Load: | %
| 2.53% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $638 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,010 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,034 |
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