FMBRX Mutual Fund
FMBRX Mutual Fund
FMBRX Mutual Fund
Franklin Mutual Beacon Fund Class R6
FMBRX Mutual Fund Overview
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 37 positions across sectors including Financials, Health Care, Industrials. Inception date: 2013-05-01.
FMBRX performance shows a YTD return of 9.23%. The 1-year return is 17.73% and the 5-year return is 8.21%. FMBRX dividend yield stands at 1.70%, paid semi-annually.
FMBRX top holdings include Microsoft Corp (5.8%), Jpmorgan Chase (5.1%), DBS Group Holdings Ltd Dbs Group Holdings Ltd (5.1%), Amazon.Com Inc (4.5%), Hartford Financial Services Group Inc. (4.3%). 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.