Franklin Mutual Shares Fund Quote
| TESRX Fund | USD 25.18 0.12 0.48% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Franklin Mutual is trading at 25.18 as of the 17th of January 2025; that is 0.48% increase since the beginning of the trading day. The fund's open price was 25.06. Franklin Mutual has about a 22 % 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 18th of December 2024 and ending today, the 17th of January 2025. 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
Moving together with 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 | 31st of December 2024 |
Franklin Mutual Shares [TESRX] is traded in USA and was established 17th of January 2025. 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 14.82 B in assets with no minimum investment requirementsFranklin Mutual Shares is currently producing year-to-date (YTD) return of 0.08% with the current yeild of 0.01%, while the total return for the last 3 years was 4.13%.
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
| VNO | Vornado Realty Trust | Stock | Real Estate | |
| CFG | Citizens Financial Group, | Stock | Financials | |
| CHTR | Charter Communications | Stock | Communication Services | |
| NVS | Novartis AG ADR | Stock | Health Care | |
| LLY | Eli Lilly and | Stock | Health Care | |
| HIG | Hartford Financial Services | Stock | Financials | |
| TMUS | T Mobile | Stock | Communication Services | |
| COF | Capital One Financial | Stock | Financials |
Franklin Mutual Shares Risk Profiles
| Mean Deviation | 0.625 | |||
| Standard Deviation | 1.04 | |||
| Variance | 1.09 | |||
| Risk Adjusted Performance | (0.08) |
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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