Nasdaq - Delayed Quote USD

Franklin Mutual U.S. Mid Cap Value A (FRBSX)

34.38
-0.08
(-0.23%)
As of 8:09:20 AM EDT. Market Open.

Investment Information

Min Initial Investment
1,000
Min Initial Investment, IRA
2.5
Min Initial Investment, AIP
0.25
Min Subsequent Investment
25
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Commonwealth Universe
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)

Fund Summary

Under normal market conditions, the fund invests at least 80% of its net assets in U.S. mid cap companies. Under normal market conditions, it invests primarily in equity securities (including securities convertible into, or that the investment manager expects to be exchanged for, common or preferred stock) of U.S. companies that the investment manager believes are available at market prices less than their value based on certain recognized or objective criteria (fundamental value).

Fund Overview

Category Mid-Cap Value
Fund Family Franklin Templeton Investments
Net Assets 722.76M
YTD Return -3.23%
Yield 1.28%
Morningstar Rating
Inception Date Apr 02, 1990

Performance & Risk

YTD Return -0.52%
5y Average Return 13.66%
Rank in Category (ytd) 23
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

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