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Franklin Small Cap Value Fund Advisor Class (FVADX)
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26/11 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 1.45B
Franklin Small Cap Value Adv
70.06
-0.65
-0.92%
- Overview
- Profile
- Historical Data
- Holdings
FVADX Overview
On this page you'll find an in-depth profile of Franklin Small Cap Value Fund Advisor Class. Learn about the key management, total assets, investment strategy and contact information of FVADX among other information.
Investment Strategy
The investment seeks long-term total return. The fund normally invests at least 80% of its net assets in investments of small-capitalization (small-cap) companies. Small-cap companies are companies with market capitalizations not exceeding either: 1) the highest market capitalization in the Russell 2000 Index; or 2) the 12-month average of the highest market capitalization in the Russell 2000 Index. 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.
Contact Information
Address
One Franklin Parkway, Building 970, 1st Floor
San Mateo,CA 94403
United States
San Mateo,CA 94403
United States
Phone
+1 650 3122000
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Nicholas Karzon | - | 2019 | Now |
| Biography | Mr. Karzon has been a portfolio manager of the Small Cap Value Fund since December 2019. He joined Franklin Templeton in 2014. | ||
| Christopher Meeker | Portfolio Manager | 2015 | Now |
| Biography | Christopher Meeker, CFA, Portfolio Manager/Research Analyst of Franklin Advisory Services. Mr. Meeker joined Franklin Templeton Investments in September 2012 as a research analyst. He has been in the investment industry for more than 15 years. Prior to joining Franklin Templeton, Mr. Meeker worked as a senior research analyst at Federated Global Investment Management. Mr. Meeker also has prior investment experience at Farr, Miller & Washington LLC, a boutique asset manager. Prior to his buy-side work, Mr. Meeker spent six years as an investment banker with Houlihan Lokey Howard & Zukin, Inc. and AMT Capital Advisors, LLC." | ||
| Steven B. Raineri | Portfolio Manager | 2012 | Now |
| Biography | Steven B. Raineri, Vice President and Portfolio Manager of Franklin Advisory Services. Mr. Raineri joined Franklin Templeton in 2005. He has been in the investment industry for more than 20 years. Mr. Raineri began his career at Gabelli & Company, and has also worked for Dresdner Kleinwort Wasserstein and WoodAllen Capital Management. He also spent several years as a business valuation analyst for Arthur Andersen and J&W Seligman Valuations. | ||
| Donald G. Taylor | CIO (Chief Investment Officer) | 1996 | 2017 |
| Biography | Don Taylor is the president and chief investment officer for Franklin Equity Group's US Value team. He is lead portfolio manager for Franklin Rising Dividends Fund and related products. Mr. Taylor has more than 30 years of experience in the investment industry. Prior to joining Franklin Templeton Investments in 1996, Mr. Taylor was a portfolio manager for Fidelity Management and Research Company and Pilgrim Group. In addition, he worked for Tait, He holds a B.S. in economics from the Wharton School of the University of Pennsylvania. | ||
| Bruce C. Baughman | Senior Vice President | 1996 | 2015 |
| Biography | Bruce C. Baughman, CPA, Senior Vice President and Portfolio Manager of Franklin Advisory Services. Mr. Baughman joined Franklin Templeton in 1988. He has been in the investment industry for more than 30 years. Prior to joining Franklin Templeton, Mr. Baughman served as a portfolio manager with L.F. Rothschild, and began his mutual fund career with the Pilgrim Group. | ||
| William J. Lippman | President | 1996 | 2014 |
| Biography | William J. Lippman, Executive Consultant and Portfolio Manager of Franklin Advisory Services. Mr. Lippman joined Franklin Templeton in 1988. He has been in the investment industry for more than 60 years. Until 2014, Mr. Lippman was President of Franklin Advisory Services. Prior to joining Franklin Templeton, 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. | ||
| Margaret McGee | Vice President | 1996 | 2014 |
| Biography | Margaret McGee, Vice President and Chief Administrative Officer for Franklin Advisory Services. She is part of a team that manages several equity funds and is responsible for research and compliance for each fund. Ms. McGee joined Franklin Templeton in 1988, as a as a portfolio administrator before becoming a securities analyst. She has been in the investment industry for more than 30 years. Prior to joining Franklin Templeton, Ms. McGee worked as an assistant to the chief financial officer (CFO) and operations supervisor for Pilgrim Group, Inc. | ||
| Y. Dogan Sahin | Portfolio Manager | 2007 | 2012 |
| Biography | Sahin joined Franklin in 2001 and is currently a portfolio manager. Prior to joining Franklin Advisory Services in 2003, Sahin was a research analyst in Franklin's San Mateo, California office where he provided industry-specific equity research of specialty retail companies. Sahin holds the charted financial analyst designation. | ||
| Gerard P. Sullivan | Portfolio Manager | 1998 | 2000 |
| Biography | Mr. Sullivan is a Portfolio Manager of Putnam's U.S. Core Equity strategy. He joined Putnam in 2008 and has been in the investment industry since 1982. Prior to joining Putnam, Mr. Sullivan was a Vice President, Portfolio Manager, at American Century from 2000 to 2008; a Senior Vice President, Portfolio Manager, at Franklin Templeton from 1998 to 1999; and a Senior Vice President, Portfolio Manager, at SunAmerica Ass et Management from 1995 to 1998. He earned an M.B.A. from Columbia School of Management and a B.A. in Political Science from Columbia College. | ||
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