As of 11/27/2015
Average Annual Total Returns
|w/ Sales Charge|
Expense Ratio and Sales Charge As of 03/01/2015 (updated annually)
|Gross Expense Ratio4,5||1.42%|
|Net Expense Ratio||1.25%|
|Max Initial Sales Charge||5.75%|
Franklin All Cap Value Fund is proposing to reorganize into Franklin Small Cap Value Fund at the close of market on or about April 1, 2016, subject to shareholder approval. The fund will close to new investors at the close of market on or about December 10, 2015. Existing shareholders may continue purchase additional shares of the fund. Please contact your financial advisor or call Franklin Templeton Investor Services at (800) 632-2301 for more information.
As of 10/31/2015
Strategy, Benefits, Results
We are long-term, bottom-up investors looking for companies with solid operating results and trading at attractive valuations. We are bargain seekers looking for $1 worth of value for 80 cents.
We seek companies across all capitalizations with the following characteristics:
We are buy-and-hold investors who generally seek to hold an investment for five or more years.
Investing in the Fund
What Are the Risks?
How Financial Advisors Help You
Speak to your financial advisor about whether this fund is appropriate for you. If you don't have a financial advisor, request a referral.