MDISX Mutual Fund

MDISX Mutual Fund (Franklin Mutual Global Discovery Fund Class Z) is managed by Franklin Templeton Investments (US) with $5.50B in net assets. MDISX expense ratio is 0.95%, holding 69 positions across sectors including Financials, Health Care, Communication Services. Inception date: 1992-12-31.

MDISX performance shows a YTD return of 6.52%. The 1-year return is 19.04% and the 5-year return is 10.55%. MDISX dividend yield stands at 3.67%, paid semi-annually.

MDISX top holdings include Alphabet Inc. Class A (2.6%), Eog Resources Inc (2.5%), Merck & Co. Inc. (2.5%), Bnp Paribas Sa (2.5%), Bp Plc Spons ADR (2.4%). Go to all MDISX holdings, MDISX sectors, or MDISX dividends.

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