FBSAX Mutual Fund

FBSAX Mutual Fund (Franklin Mutual US Mid Cap Value Fund Advisor Class) is managed by Franklin Templeton Investments (US) with $47.4M in net assets. FBSAX expense ratio is 0.65%, holding 65 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2001-03-01.

FBSAX performance shows a YTD return of 9.69%. The 1-year return is 14.20% and the 5-year return is 6.80%. FBSAX dividend yield stands at 1.14%, paid annually.

FBSAX top holdings include Ift - Money Market Port (4.3%), Dover Corp. (3.2%), Flex Ltd. Ordinary Shares (2.9%), Entergy Corp. (2.8%), Pnc Financial Services Group Inc. (2.8%). Go to all FBSAX holdings, FBSAX sectors, or FBSAX dividends.

FBSAX can be compared against other funds. Use FBSAX overlap to find shared positions, or FBSAX vs another fund for a side-by-side view. FBSAX alternatives are available via the screener, along with tax-loss harvesting opportunities.