FMBRX Mutual Fund

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 Financials, Health Care, Industrials. Inception date: 2013-05-01.

FMBRX performance shows a YTD return of 8.05%. The 1-year return is 21.05% and the 5-year return is 7.98%. FMBRX dividend yield stands at 1.72%, paid semi-annually.

FMBRX top holdings include Jpmorgan Chase (4.8%), DBS Group Holdings Ltd Dbs Group Holdings Ltd (4.5%), Haleon Plc (4.4%), Hartford Financial Services Group Inc. (4.3%), Progressive Corporation (4.1%). Go to all FMBRX holdings, FMBRX sectors, or FMBRX dividends.

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