FMFVX Mutual Fund

NAV$28.56

Fund Essentials

Net Assets
-
Expense Ratio
0.95%
Dividend Yield (Current)
3.38%
Holdings
61
Inception Date
May 1, 2013
Fund Family
Franklin Templeton Investments (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Semi-Annually

Performance

YTD+9.78%
1 Year+27.52%
3 Year+7.60%
5 Year+8.07%

Asset Allocation

Stocks: 86.90%
Bonds: 8.28%
Other: 4.82%

Price Chart (6M)

Loading chart data...

Top Holdings

View All →
TickerNameWeight
Download all 61 holdings for FMFVX
CSV export with sector, industry & share changes
Get CSV

Dividend Summary

View Details →
Dividend Yield (Current)
3.38%
Frequency
Semi-Annually
Latest Distribution
$0.36
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
See how FMFVX ranks against its peers
Category rank, peer-average returns and outperformance, updated daily.
$49$29/mo
Claim the $29 launch price
First 500 subscribers, then $49/mo. Cancel anytime. From MarketXLS, trusted since 2014.

FMFVX Mutual Fund Overview

FMFVX Mutual Fund (Franklin Mutual Financial Services Fund Class R6) is managed by Franklin Templeton Investments (US). FMFVX expense ratio is 0.95%, holding 61 positions across various sectors. Inception date: 2013-05-01.

FMFVX performance shows a YTD return of 9.78%. The 1-year return is 27.52% and the 5-year return is 8.07%. FMFVX dividend yield stands at 3.38%, paid semi-annually.

FMFVX top holdings include a diversified portfolio. View all FMFVX holdings, sector breakdown, or dividend history.

FMFVX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FMFVX alternatives are available via the screener, along with tax-loss harvesting opportunities.