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 65 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2002-01-02.

FBSRX performance shows a YTD return of 9.42%. The 1-year return is 13.66% and the 5-year return is 6.30%. FBSRX dividend yield stands at 0.75%, paid annually.

FBSRX top holdings include Institutional Fiduciary Trust - Money Market Portfolio (3.6%), Dover Corp. (3.3%), Hartford Financial Services Group Inc. (3.1%), Flex Ltd. Ordinary Shares (3.0%), Nxp Semiconductors Nv Sedol B505Pn7 (3.0%). 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.