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Franklin Mutual U.S. Mid Cap Value R FBSRX

Quantitative rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 34.97  /  1.07 %
  • Total Assets 802.5 Mil
  • Adj. Expense Ratio
    1.150%
  • Expense Ratio 1.160%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.74%
  • Turnover 67%

Morningstar’s Analysis FBSRX

Will FBSRX 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 R to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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