Franklin Mutual Beacon Fund Quote

TEBIX Fund  USD 16.61  0.04  0.24%   

Performance

OK

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Franklin Mutual is trading at 16.61 as of the 22nd of March 2025; that is 0.24% down since the beginning of the trading day. The fund's open price was 16.65. Franklin Mutual has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. The performance scores are derived for the period starting the 22nd of December 2024 and ending today, the 22nd of March 2025. Click here to learn more.
The fund invests primarily in equity securities of U.S. and foreign companies that the investment manager believes are available at market prices less than their value based on certain recognized or objective criteria . The equity securities in which the fund invests are primarily common stock. More on Franklin Mutual Beacon

Moving together with Franklin Mutual Fund

  0.84TEDMX Templeton DevelopingPairCorr
  0.95TEDIX Franklin Mutual GlobalPairCorr
  0.87TEDSX Franklin Mutual GlobalPairCorr
  0.95TEDRX Franklin Mutual GlobalPairCorr
  0.8TEFRX Templeton ForeignPairCorr

Franklin Mutual Fund Highlights

Fund ConcentrationFranklin Templeton Investments Funds, Large Value Funds, World Large-Stock Value Funds, World Large-Stock Value, Franklin Templeton Investments (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date1st of May 2023
Fiscal Year EndDecember
Franklin Mutual Beacon [TEBIX] is traded in USA and was established 22nd of March 2025. Franklin Mutual is listed under Franklin Templeton Investments category by Fama And French industry classification. The fund is listed under World Large-Stock Value category and is part of Franklin Templeton Investments family. This fund at this time has accumulated 3 B in assets with no minimum investment requirementsFranklin Mutual Beacon is currently producing year-to-date (YTD) return of 5.45% with the current yeild of 0.02%, while the total return for the last 3 years was 8.07%.
Check Franklin Mutual Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Franklin Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Franklin Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Franklin Mutual Beacon Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Franklin Mutual Beacon Mutual Fund Constituents

KHCKraft Heinz CoStockConsumer Staples
WFCWells FargoStockFinancials
WDCWestern DigitalStockInformation Technology
STSensata Technologies HoldingStockIndustrials
ORCLOracleStockInformation Technology
NVSNovartis AG ADRStockHealth Care
MRKMerck CompanyStockHealth Care
MDTMedtronic PLCStockHealth Care
More Details

Franklin Mutual Beacon Risk Profiles

Franklin Mutual Against Markets

Other Information on Investing in Franklin Mutual Fund

Franklin Mutual financial ratios help investors to determine whether Franklin Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Franklin with respect to the benefits of owning Franklin Mutual security.
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