FBSIX Mutual Fund

FBSIX Mutual Fund (Franklin Mutual US Mid Cap Value Fund Class R6) is managed by Franklin Templeton Investments (US) with $37.7M in net assets. FBSIX expense ratio is 0.56%, holding 68 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2013-05-01.

FBSIX performance shows a YTD return of 9.57%. The 1-year return is 8.73% and the 5-year return is 6.47%. FBSIX dividend yield stands at 1.22%, paid annually.

FBSIX top holdings include Ift - Money Market Port (4.8%), Ppl Corp (Utilities) (2.9%), Brixmor Property Group Inc (2.9%), Eog Resources Inc (2.7%), Evergy Inc. (2.7%). Go to all FBSIX holdings, FBSIX sectors, or FBSIX dividends.

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