Franklin Mutual Shares Fund Quote
| TESIX Fund | USD 28.60 0.27 0.95% |
Performance10 of 100
| Odds Of DistressLess than 18
|
Franklin Mutual is trading at 28.60 as of the 25th of November 2024; that is 0.95% up since the beginning of the trading day. The fund's open price was 28.33. Franklin Mutual has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. Equity ratings for Franklin Mutual Shares are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 6th of December 2022 and ending today, the 25th of November 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. It also invests in merger arbitrage securities and the debt and equity of distressed companies. More on Franklin Mutual Shares
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Moving against Franklin Mutual Fund
Franklin Mutual Fund Highlights
| Fund Concentration | Franklin Templeton Investments Funds, Large Value Funds, Allocation--85%+ Equity Funds, Allocation--85%+ Equity, Franklin Templeton Investments (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Franklin Mutual Shares [TESIX] is traded in USA and was established 25th of November 2024. Franklin Mutual is listed under Franklin Templeton Investments category by Fama And French industry classification. The fund is listed under Allocation--85%+ Equity category and is part of Franklin Templeton Investments family. This fund at this time has accumulated 6.9 B in assets with no minimum investment requirementsFranklin Mutual Shares is currently producing year-to-date (YTD) return of 17.01% with the current yeild of 0.02%, while the total return for the last 3 years was 7.04%.
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 Shares 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 Shares Mutual Fund Constituents
| ORCL | Oracle | Stock | Information Technology | |
| KMI | Kinder Morgan | Stock | Energy | |
| CMCSA | Comcast Corp | Stock | Communication Services | |
| CVS | CVS Health Corp | Stock | Health Care | |
| C | Citigroup | Stock | Financials | |
| CFG | Citizens Financial Group, | Stock | Financials | |
| MRK | Merck Company | Stock | Health Care | |
| PNC | PNC Financial Services | Stock | Financials |
Franklin Mutual Shares Risk Profiles
| Mean Deviation | 0.5291 | |||
| Semi Deviation | 0.3492 | |||
| Standard Deviation | 0.7111 | |||
| Variance | 0.5057 |
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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