| 36.57 Net Asset Value | +0.44% 1 Day | +15.25% Year-to-Date | Overall Morningstar Rating |
| Small value Style or Category | 5.75 Sales Expenses | 1.18% Expense Ratio | Low Morningstar Risk Rating™ |
| 1 month | +4.13% | 3 years | +16.02% | |
| 3 months | +5.79% | 5 years | +9.77% | |
| 1 year | +32.72% | Since inception | +12.04% |
| FRMCX | Category | |
|---|---|---|
| Performance 5-yr return | +9.77% | +8.30% |
| Expense ratio | 1.18% | 1.44% |
| Risk 5 year sharpe ratio | 0.51 | 0.41 |
| Net assets | $463.5M | $721.1M |
| Average market cap | $257.1M | $1.8B |
| Average P/E | 14.6 | 15.0 |
| Portfolio turnover | 5% | 5% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Franklin Templeton Investment Funds |
| Fund manager & tenure | Bruce Baughman / 17 Years |
| Minimal initial investment | $1,000.00 |
| Minimum IRA investment | $250.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Industrial materials | 28.42% |
| Business service | 18.45% |
| Financial service | 16.53% |
| Consumer goods | 13.57% |
| Consumer service | 13.36% |
| SENEA Seneca Foods Corp. Class A | 3.84% |
| OME Omega Protein Corporation | 3.13% |
| PHIIK PHI, Inc. | 3.00% |
| HDNG Hardinge, Inc. | 2.85% |
| DLA Delta Apparel, Inc. | 2.61% |
| HCSG Healthcare Services Group | 2.49% |
| APFC American Pacific Corporation | 2.21% |
| HURC Hurco Companies, Inc. | 2.20% |
| SFD Smithfield Foods, Inc. | 2.04% |
| ACMTA ACMAT Corporation Class A | 1.73% |
.
