Franklin Mutual Beacon Fund Quote
| FMBRX Fund | USD 15.81 0.85 5.10% |
Performance0 of 100
| Odds Of DistressLess than 23
|
Franklin Mutual is trading at 15.81 as of the 22nd of December 2024; that is 5.1% down since the beginning of the trading day. The fund's open price was 16.66. Franklin Mutual has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 2nd of January 2023 and ending today, the 22nd of December 2024. Click here to learn more.
The fund invests primarily in equity securities of U.S. and foreign companies that the investment manager believes are available at market prices less than their value based on certain recognized or objective criteria . The equity securities in which the fund invests are primarily common stock. More on Franklin Mutual Beacon
Moving together with Franklin Mutual Fund
Franklin Mutual Fund Highlights
| Fund Concentration | Franklin Templeton Investments Funds, Large Value Funds, World Large-Stock Value Funds, World Large-Stock Value, Franklin Templeton Investments (View all Sectors) |
| Update Date | 31st of December 2024 |
Franklin Mutual Beacon [FMBRX] is traded in USA and was established 22nd of December 2024. Franklin Mutual is listed under Franklin Templeton Investments category by Fama And French industry classification. The fund is listed under World Large-Stock Value category and is part of Franklin Templeton Investments family. This fund currently has accumulated 3.82 B in assets under management (AUM) with no minimum investment requirementsFranklin Mutual Beacon is currently producing year-to-date (YTD) return of 7.82% with the current yeild of 0.02%, while the total return for the last 3 years was 4.79%.
Check Franklin Mutual Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Franklin Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Franklin Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Franklin Mutual Beacon Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Franklin Mutual Beacon Mutual Fund Constituents
| KHC | Kraft Heinz Co | Stock | Consumer Staples | |
| WFC | Wells Fargo | Stock | Financials | |
| WDC | Western Digital | Stock | Information Technology | |
| ST | Sensata Technologies Holding | Stock | Industrials | |
| ORCL | Oracle | Stock | Information Technology | |
| NVS | Novartis AG ADR | Stock | Health Care | |
| MRK | Merck Company | Stock | Health Care | |
| MDT | Medtronic PLC | Stock | Health Care |
Franklin Mutual Beacon Risk Profiles
| Mean Deviation | 0.5475 | |||
| Standard Deviation | 0.8863 | |||
| Variance | 0.7855 | |||
| Risk Adjusted Performance | (0.13) |
Franklin Mutual Against Markets
Other Information on Investing in Franklin Mutual Fund
Franklin Mutual financial ratios help investors to determine whether Franklin Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Franklin with respect to the benefits of owning Franklin Mutual security.
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