Franklin Small Cap Value Fund Q1 2025 Commentary

Franklin Templeton
4.58K Followers
(6min)

Summary

  • Franklin Small Cap Value Fund fared better than its benchmark, the Russell 2000 Value Index, for the quarter ended March 31, 2025.
  • US small-cap stocks, as measured by the Russell 2000 Index, fell during the 1rst quarter amid concerns about President Trump’s tariff policies and their impact on economic growth and inflation.
  • Stock selection in consumer discretionary and energy as well as an underweight in health care contributed to relative returns.
  • Underweights in utilities and real estate and stock selection in communication services detracted from relative performance.

Small Cap write on sticky notes isolated on Office Desk. Stock market concept

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Key Takeaways

  • Markets: US small-cap stocks, as measured by the Russell 2000 Index, fell during the first quarter amid concerns about President Trump’s tariff policies and their impact on economic growth and inflation.
  • Contributors: Stock selection in consumer

This article was written by

4.58K Followers
Franklin Resources, Inc. [NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton and serving clients in over 150 countries. Franklin Templeton’s mission is to help clients achieve better outcomes through investment management expertise, wealth management and technology solutions. Through its specialist investment managers, the company offers specialization on a global scale, bringing extensive capabilities in fixed income, equity, alternatives and multi-asset solutions. With more than 1,300 investment professionals, and offices in major financial markets around the world, the California-based company has over 75 years of investment experience and over $1.4 trillion in assets under management as of June 30, 2023. For more information, please visit franklintempleton.com and follow us on LinkedIn, Twitter and Facebook.

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