Mutual Fund Insights: Franklin Mid Cap Value A Fund (FMVAX)

In-depth Analysis of Franklin Mid Cap Value A Fund (FMVAX)

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See Franklin Mid Cap Value A Fund (FMVAX) performance details as of February 28, 2010

  

Last Trade: $9.52 on 3/19/2010, Change: -0.06 (-0.63%)

Experiment our closing price forecasting tool for Franklin Mid Cap Value A Fund (FMVAX) (alpha release)

  

Fund Manager - William J. Lippman

Fund Manager Tenure: 4.7 years   [Similar Funds: FMVCX ]
Fundmojo Fund Grade: D (Score: 0.43)     (What does this score mean?)

William J. Lippman is president of Franklin Advisory Services, LLC. William J. Lippman provides research and advice on the purchases and sales of individual securities, and portfolio risk assessment. William J. Lippman joined Franklin Templeton Investments in 1988.  Get more insights on William J. Lippman

  

 What we like about Franklin Mid Cap Value A Fund (FMVAX)

Data for Franklin Mid Cap Value A Fund (FMVAX) as of February 28, 2010

• Franklin Mid Cap Value A Fund (FMVAX) management has been with Franklin Mid Cap Value A Fund for 4.7 years
• Franklin Mid Cap Value A Fund (FMVAX) has good mid-term performance (3-year return -7.27% vs -5.73 % Mid-Cap Value category average)
• Franklin Mid Cap Value A Fund (FMVAX) has an annual stock turnover rate of 14.56% vs Mid-Cap Value average of 102.04%. It is good that Franklin Mid Cap Value A management does not trade extensively for its return.
• Franklin Mid Cap Value A Fund (FMVAX) is less volatile than its peers as it has a 3-year Standard Deviation of 22.32, lower than category average of 24.37
• Franklin Mid Cap Value A Fund (FMVAX) has a lower management fee than its Mid-Cap Value average: 1.36% vs 1.37%

  

 What we are cautious about Franklin Mid Cap Value A Fund (FMVAX)

Data for Franklin Mid Cap Value A Fund (FMVAX) as of February 28, 2010

• Franklin Mid Cap Value A Fund (FMVAX) has a less-than-ideal short-term performance (1-year return 56.89% vs 68.94 % Mid-Cap Value category average)
• Franklin Mid Cap Value A Fund (FMVAX) ratio of up-years vs down years can be improved
• Franklin Mid Cap Value A Fund (FMVAX) has a Morningstar rating of 3 and below
• Franklin Mid Cap Value A Fund (FMVAX) is less safe compared to its Mid-Cap Value peers
• Franklin Mid Cap Value A Fund (FMVAX) does not have a good risk adjusted return as its 3-year Alpha of -0.85 is worse than category average of 1.79, and its 3-year Sharpe ratio is -0.3
• Franklin Mid Cap Value A Fund (FMVAX) carries a 5.75% load

See Franklin Mid Cap Value A Fund (FMVAX) performance details as of February 28, 2010

  

  

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Franklin Mid Cap Value A Fund (FMVAX) Net Asset

Track net asset change of Franklin Mid Cap Value A fund (FMVAX)

Date	Net Asset
02/2010	$56.04M
01/2010	$43.04M
11/2009	$42.91M

More historic net asset information on Franklin Mid Cap Value A Fund (FMVAX)

  

Franklin Mid Cap Value A Fund (FMVAX) Portfolio Allocation

Track portfolio allocation change of Franklin Mid Cap Value A fund (FMVAX)

Date	Cash	Stock	Bond	Other
09/2009	3.27%	96.73%	0%	0%
06/2009	6.04%	93.97%	0%	0%
03/2009	3.58%	96.42%	0%	0%

Click here to see more historic asset allocation information on Franklin Mid Cap Value A Fund (FMVAX)

  

Most Recent Top 10 Holdings in Franklin Mid Cap Value A Fund (FMVAX)

Discover what Franklin Mid Cap Value A Fund (FMVAX) manager is buying

30-Sep-09 ALBERTO-CULVER CO [3.22%] NV ENERGY INC [3.08%] CELANESE CORPORATION [3.04%] ATMOS ENERGY CP [2.98%] DEAN FOODS CO [2.82%] MCCORMICK & CO [2.8%] AIRGAS INC [2.75%] SAIC INC [2.62%] Sigma-Aldrich Corporation [2.56%] TIME WARNER CABLE [2.52%]

30-Jun-09 CELANESE CORPORATION [3.82%] ALBERTO-CULVER CO [3.3%] DEAN FOODS CO [3.23%] NV ENERGY INC [3.2%] SAIC INC [3.02%] MCCORMICK & CO [3%] ATMOS ENERGY CP [2.96%] LABORATORY CORP NEW [2.7%] Sigma-Aldrich Corporation [2.62%] AIRGAS INC [2.57%]

31-Mar-09 SAIC Inc [3.79%] NV Energy, Inc. [3.47%] Atmos Energy Corp. [3.4%] McCormick & Co., Inc. [3.4%] Dean Foods Co. [3.32%] Erie Indemnity Company [3%] Laboratory Corp. of America Hol [2.75%] Celanese Corp (DE) [2.68%] Airgas Inc. [2.67%] Sempra Energy [2.62%]

Click here for Stock Holding Change Map in Franklin Mid Cap Value A Fund (FMVAX)

  

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See more information on Franklin Mid Cap Value A Fund (FMVAX)

• Franklin Mid Cap Value A Fund Insights
• Franklin Mid Cap Value A Fund Performance Data
• Franklin Mid Cap Value A Fund News
• Franklin Mid Cap Value A Fund Score Explaination
• Franklin Mid Cap Value A Fund Manager Information
• Historic Franklin Mid Cap Value A Fund Asset Allocation Report
• Historic Franklin Mid Cap Value A Fund Top 10 Holding Tracking
• Historic Franklin Mid Cap Value A Fund Asset Under Management Tracking