Franklin Mutual Small-Mid Cap Value Fund

Franklin Mutual Small-Mid Cap Value Fund is a registered fund series of Franklin Value Investors Trust (series S000007354). Net assets $222.4M as of 2026-04-30.

Profile

Advisers

Top holdings (80 reported)

Showing 15 of 80 holdings by value.

HoldingTickerValue% of fund
ACI Worldwide, Inc.$6.8M305.21%
Whitecap Resources, Inc.$6.8M304.64%
Regal Rexnord Corp.$6.5M293.66%
Baker Hughes Co.$6.3M284.76%
Steel Dynamics, Inc.$6.3M284.46%
MKS, Inc.$6.0M270.20%
Valmont Industries, Inc.$5.7M254.60%
Citizens Financial Group, Inc.$5.5M247.77%
Columbia Banking System, Inc.$5.5M245.29%
Franklin Institutional U.S. Government Money Market Fund$5.4M244.74%
Dover Corp.$5.1M230.94%
Generac Holdings, Inc.$5.1M227.58%
Commercial Metals Co.$4.9M221.84%
SOUTHSTATE BANK Corp.$4.9M218.94%
Henry Schein, Inc.$4.8M217.89%

Net asset history

Report dateNet assets
2026-04-30$222.4M
2026-01-31$218.2M
2025-10-31$205.5M
2025-07-31$203.3M
2025-04-30$182.7M
2025-01-31$212.3M
2024-10-31$205.1M
2024-07-31$214.3M

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