FBSRX Mutual Fund

FBSRX Mutual Fund (Franklin Mutual US Mid Cap Value Fund Class R) is managed by Franklin Templeton Investments (US). FBSRX expense ratio is 1.15%, holding 68 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2002-01-02.

FBSRX performance shows a YTD return of 9.14%. The 1-year return is 8.09% and the 5-year return is 5.84%. FBSRX dividend yield stands at 0.75%, paid annually.

FBSRX 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 FBSRX holdings, FBSRX sectors, or FBSRX dividends.

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