Fund Description

The fund seeks long term total return by investing at least 80% of its net assets in the equity securities of smaller companies. Smaller companies are defined as companies with market capitalizations, at the time of purchase, not exceeding either the highest market capitalization in the Russell 2000 Index or the 12-month average of the highest market capitalization in the Russell 2000 Index, whichever is greater.

Strategy Statement

"We seek under-researched, small-cap companies ignored by Wall Street using a bottom-up strategy to find forgotten companies with good growth prospects, strong balance sheets, and bargain valuations."


Steven Raineri

Steven Raineri

  • Joined Franklin Templeton in 2005
  • Managed Fund Since 2012
Christopher Meeker, CFA

Christopher Meeker, CFA®

  • Joined Franklin Templeton in 2012
  • Managed Fund Since 2015

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