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Mutual Fund Insights: Franklin Mid Cap Value C Fund (FMVCX)

In-depth Analysis of Franklin Mid Cap Value C Fund (FMVCX)

Mutual fund chart: Franklin Mid Cap Value C Fund (FMVCX)

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

  

    Last Trade: $9.46 on 3/19/2010, Change: -0.06 (-0.63%)
Experiment our closing price forecasting tool for Franklin Mid Cap Value C Fund (FMVCX) (alpha release)

  

Fund Manager - William J. Lippman

Fund Manager Tenure: 4.7 years   [Similar Funds: FMVAX ]
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 C Fund (FMVCX) What we like about Franklin Mid Cap Value C Fund (FMVCX)

Data for Franklin Mid Cap Value C Fund (FMVCX) as of February 28, 2010

  • Franklin Mid Cap Value C Fund (FMVCX) management has been with Franklin Mid Cap Value C Fund for 4.7 years
  • Franklin Mid Cap Value C Fund (FMVCX) has good mid-term performance (3-year return -7.89% vs -5.73 % Mid-Cap Value category average)
  • Franklin Mid Cap Value C Fund (FMVCX) 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 C management does not trade extensively for its return.
  • Franklin Mid Cap Value C Fund (FMVCX) is less volatile than its peers as it has a 3-year Standard Deviation of 22.35, lower than category average of 24.37

  

What we are cautious about Franklin Mid Cap Value C Fund (FMVCX) What we are cautious about Franklin Mid Cap Value C Fund (FMVCX)

Data for Franklin Mid Cap Value C Fund (FMVCX) as of February 28, 2010

  • Franklin Mid Cap Value C Fund (FMVCX) has a less-than-ideal short-term performance (1-year return 55.93% vs 68.94 % Mid-Cap Value category average)
  • Franklin Mid Cap Value C Fund (FMVCX) ratio of up-years vs down years can be improved
  • Franklin Mid Cap Value C Fund (FMVCX) has a Morningstar rating of 3 and below
  • Franklin Mid Cap Value C Fund (FMVCX) is less safe compared to its Mid-Cap Value peers
  • Franklin Mid Cap Value C Fund (FMVCX) does not have a good risk adjusted return as its 3-year Alpha of -1.49 is worse than category average of 1.79, and its 3-year Sharpe ratio is -0.33
  • Franklin Mid Cap Value C Fund (FMVCX) has a higher management fee of 2.04% than its Mid-Cap Value average of 1.37%
  • Franklin Mid Cap Value C Fund (FMVCX) carries a 1% load
See Franklin Mid Cap Value C Fund (FMVCX) performance details as of February 28, 2010

  

  

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Below are some additional Mid-Cap Value mutual funds generated out of our database

  

Franklin Mid Cap Value C Fund (FMVCX) Net Asset

Track net asset change of Franklin Mid Cap Value C fund (FMVCX)

DateNet Asset
02/2010$56.04M
01/2010$8.80M
11/2009$8.84M
More historic net asset information on Franklin Mid Cap Value C Fund (FMVCX)

  

Franklin Mid Cap Value C Fund (FMVCX) Portfolio Allocation

Track portfolio allocation change of Franklin Mid Cap Value C fund (FMVCX)

DateCashStockBondOther
09/20093.27%96.73%0%0%
06/20096.04%93.97%0%0%
03/20093.58%96.42%0%0%
Click here to see more historic asset allocation information on Franklin Mid Cap Value C Fund (FMVCX)

  

Most Recent Top 10 Holdings in Franklin Mid Cap Value C Fund (FMVCX)

Discover what Franklin Mid Cap Value C Fund (FMVCX) 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 CORP [3.82%]
ALBERTO-CULVER CO [3.3%]
DEAN FOODS COMPANY [3.23%]
NV ENERGY INC [3.2%]
SAIC INC [3.02%]
MCCORMICK & COMPANY [3%]
ATMOS ENERGY [2.96%]
LABORATORY CORP OF AMERICA [2.7%]
Sigma-Aldrich Corporation [2.62%]
AIRGAS [2.57%]

31-Mar-09
SAIC INC [3.79%]
NV ENERGY INC [3.47%]
ATMOS ENERGY CP [3.4%]
MCCORMICK & CO [3.4%]
DEAN FOODS CO [3.32%]
Erie Indemnity Company [3%]
LABORATORY CORP NEW [2.75%]
CELANESE CORPORATION [2.68%]
AIRGAS INC [2.67%]
SEMPRA ENERGY [2.62%]
Click here for Stock Holding Change Map in Franklin Mid Cap Value C Fund (FMVCX)

  

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