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FVRMX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$31.95
Change
-$0.42 (-1.30%)
Net Assets
217.46M

FVRMX Franklin Mutual Small-Mid Cap Val Adv Forecast, Technical & Fundamental Analysis

Category SmallValue
A.I.Advisor
published Highlights

Industry description

The investment seeks high total return, of which capital appreciation and income are components. The fund invests at least 80% 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. The fund generally invests in equity securities of companies that the fund’s investment manager believes are undervalued at the time of purchase and have the potential for capital appreciation.

Market Cap

The average market capitalization across the Franklin Mutual Small-Mid Cap Val Adv MF is 1.17B. The market cap for tickers in the group ranges from 256.23M to 5.42B. STRL holds the highest valuation in this group at 5.42B. The lowest valued company is HOFT at 256.23M.

Volume

The average weekly volume growth across all stocks in the Franklin Mutual Small-Mid Cap Val Adv MF was 34%. For the same stocks of the MF, the average monthly volume growth was 35% and the average quarterly volume growth was 2%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 78
P/E Growth Rating: 49
Price Growth Rating: 43
SMR Rating: 48
Profit Risk Rating: 40
Seasonality Score: 37 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallValue

Profile
Fundamentals
Details
Category
Small Value
Address
Franklin Value Investors TrustOne Franklin ParkwaySan Mateo
Phone
N/A
Web
www.franklintempleton.com
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FVRMX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, FVRMX has been closely correlated with DFFVX. These tickers have moved in lockstep 94% of the time. This A.I.-generated data suggests there is a high statistical probability that if FVRMX jumps, then DFFVX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FVRMX
1D Price
Change %
FVRMX100%
-1.30%
DFFVX - FVRMX
94%
Closely correlated
-1.39%
VSIAX - FVRMX
94%
Closely correlated
-1.22%
VSIIX - FVRMX
94%
Closely correlated
-1.22%
VISVX - FVRMX
94%
Closely correlated
-1.24%
DFSVX - FVRMX
93%
Closely correlated
-1.38%
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