MDISX Mutual Fund

MDISX Mutual Fund (Franklin Mutual Global Discovery Fund Class Z) is managed by Franklin Templeton Investments (US) with $3.23B in net assets. MDISX expense ratio is 0.95%, holding 68 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 1992-12-31.

MDISX performance shows a YTD return of 6.97%. The 1-year return is 12.89% and the 5-year return is 10.01%. MDISX dividend yield stands at 4.47%, paid semi-annually.

MDISX top holdings include Microsoft Corp (4.8%), Meta Platforms Inc (2.4%), Merck & Company Inc (2.4%), Shell Plc (2.2%), Roche Ps Par Ag (2.2%). 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.