Mutual Financial Services Z
101 John F Kennedy Parkway Short Hills NJ 07078
Map
Phone: 800-632-2301
| Category: | Financial | | Fund Family: | Franklin Templeton Investments | | Net Assets: | 100.38M | | Year-to-Date Return: | 13.84% | | Yield: | 2.89% | | Morningstar Rating: |  | | Fund Inception Date: | 19-Aug-97 |
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Charles M. Lahr
Lead Manager since
31-Dec-04 | | | Lahr is a portfolio manager of Franklin Mutual. He joined Franklin Templeton Investments in 2003. Previously, he was a senior analyst for the State of Wisconsin Investment Board and also worked for U.S. Bancorp and the Principal Financial Group. Lahr holds the charted financial analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks capital appreciation, income is a secondary consideration. The fund normally invests at least 80% of net assets in securities of financial services companies that the manager believes are available at market prices less than their value based on certain recognized or objective criteria (intrinsic value). It generally invests the equity portion of its portfolio substantially in mid- and large cap companies and may invest a significant portion of its equity portfolio in small-cap companies. Mid- and large cap companies are considered to be those with market capitalization values greater than $1.5 billion. |
| Last Dividend
(4-Sep-09):
| 0.00 | | Last Cap Gain
(21-Dec-07):
| 1.01 | | Annual Holdings Turnover
| 41.98% | | Average for Category:
| 198.80% |
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| Expense | TEFAX | Category
Avg | | Total Expense Ratio: | %
| 1.73% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.11% | | Max Deferred Sales Load: | %
| 2.57% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $879 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,385 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,622 |
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