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Franklin Mutual U.S. Mid Cap Value Adv FBSAX

Quantitative rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 36.39  /  0.71 %
  • Total Assets 870.9 Mil
  • Adj. Expense Ratio
    0.650%
  • 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.

Summary

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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.

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