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Franklin Mutual U.S. Mid Cap Value A FRBSX

Quantitative rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 35.12  /  0.75 %
  • Total Assets 802.5 Mil
  • Adj. Expense Ratio
    0.900%
  • Expense Ratio 0.910%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.99%
  • Turnover 67%

Morningstar’s Analysis FRBSX

Will FRBSX 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 A to a Morningstar Quantitative Rating of Negative. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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