FMBRX Mutual Fund
FMBRX Mutual Fund
Franklin Mutual Beacon Fund Class R6
FMBRX Mutual Fund Overview
FMBRX Mutual Fund (Franklin Mutual Beacon Fund Class R6) is managed by Franklin Templeton Investments (US) with $88.0M in net assets. FMBRX expense ratio is 0.72%, holding 38 positions across sectors including Unknown, Financials, Health Care. Inception date: 2013-05-01.
FMBRX performance shows a YTD return of 1.88%. The 1-year return is 13.30% and the 5-year return is 6.86%. FMBRX dividend yield stands at 1.81%, paid semi-annually.
FMBRX top holdings include Jp Morgan Chase & Co (4.8%), Dbs Group Holdings Ltd (4.5%), Haleon Plc (4.4%), Hartford Financial Services Grp (4.3%), The Progressive Corp. (4.1%). View all FMBRX holdings, sector breakdown, or dividend history.
FMBRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FMBRX alternatives are available via the screener, along with tax-loss harvesting opportunities.