The combination of an Average People Pillar rating and a Low Process Pillar rating limit Franklin Mutual U.S. Mid Cap Value Adv to a Morningstar Quantitative Rating of Negative. The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.
- NAV / 1-Day Return 36.39 / 0.71 %
- Total Assets 870.9 Mil
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Adj. Expense Ratio
- Expense Ratio 0.660%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Mid-Cap Value
- Investment Style Mid Value
- Min. Initial Investment 100,000
- Status Open
- TTM Yield 1.09%
- Turnover 67%
Morningstar’s Analysis FBSAX
Will FBSAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.