Franklin Small Cap Value Fund - Franklin Templeton
Shareclass
Franklin Small Cap Value Fund CLASS C (FRVFX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
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Regular updates on sustainability risks and ethical concerns in everyday investment products
EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Franklin Small Cap Value Fund - Franklin Templeton
FUND COVERAGE
# of holdings62
% of assets75%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
22 / 40
Gender Equality: Equal Compensation and Work Life Balance
4 / 30
Gender Equality: Policies Promoting Gender Equality
17 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. QinetiQ Group PLC2.08%$83.34M
- 2. Black Hills Corp0.36%$14.28M
- 3. Crocs Inc0.34%$13.7M
- 4. CNO Financial Group Inc2.45%$98.11M
- 5. Bread Financial Holdings Inc1.54%$61.6M
- 6. IDACORP Inc0.44%$17.64M
- 7. Brunswick Corp/DE1.11%$44.37M
- 8. Fortune Brands Innovations Inc0.09%$3.72M
- 9. Wyndham Hotels & Resorts Inc0.51%$20.46M
- 10. Louisiana-Pacific Corp0.62%$25M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Seacoast Banking Corp of Florida1.06%$42.45M
- 2. UFP Industries Inc1%$40M
- 3. Whitecap Resources Inc1.42%$56.94M
- 4. WSFS Financial Corp2.44%$97.81M
- 5. STAG Industrial Inc0.37%$14.97M
- 6. Middleby Corp/The0.25%$10M
- 7. Atlantic Union Bankshares Corp1.85%$74.13M
- 8. Victory Capital Holdings Inc0.82%$32.94M
- 9. Onto Innovation Inc2.23%$89.36M
- 10. Oshkosh Corp0.63%$25.21M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Franklin Small Cap Value Fund - Franklin Templeton
Totals
Holdings
Assets
Weight
Prisons
0.0
$0
0%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
1.0
$90.14M
2.25%
Borders high risk
0.0
$0
0%
Total
1.0
$90.14M
2.25%
Holdings — 1 flagged holdings
1.
Benchmark Electronics Inc
$90.14M
2.25%

Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Franklin Small Cap Value Fund - Franklin Templeton FRVFX
Environment
Social
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