FBSRX – Franklin Mutual U.S. Mid Cap Value R Investment Strategy | Morningstar

Morningstar

Strategy

The investment seeks high total return, of which capital appreciation and income are components. Under normal market conditions, the fund invests at least 80% of its net assets in U.S. mid cap companies. Under normal market conditions, it invests primarily in equity securities (including securities convertible into, or that the investment manager expects to be exchanged for, common or preferred stock) of U.S. companies that the investment manager believes are available at market prices less than their value based on certain recognized or objective criteria (fundamental value).

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
FBSAX	Franklin Mutual U.S. Mid Cap Value Fund Advisor Class	Institutional	Open			Mar 1, 2001	$55.90M	0.660%	Low	$100,000	$1.57M
FRBSX	Franklin Mutual U.S. Mid Cap Value Fund Class A	Front Load	Open			Apr 2, 1990	$629.09M	0.910%	Low	$1,000	−$67.93M
FCBSX	Franklin Mutual U.S. Mid Cap Value Fund Class C	Level Load	Open			Mar 1, 2001	$5.48M	1.660%	Below Average	$1,000	−$2.08M
FBSIX	Franklin Mutual U.S. Mid Cap Value Fund Class R6	Retirement, Large	Open			May 1, 2013	$35.50M	0.570%	Low	$1M	−$3.04M
FBSRX	Franklin Mutual U.S. Mid Cap Value Fund Class R	Retirement, Medium	Open			Jan 2, 2002	$5.34M	1.160%	Below Average	$1,000	−$221,193.03

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