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    Franklin Mutual Beacon Z (BEGRX)

    17.31 Up 0.04(0.23%) Jul 30
    Prev Close:17.27
    YTD Return*:3.13%
    Net Assets*:4.26B
    Yield*:3.85%

    * As of 30-Jun-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Top Holdings

    Symbol% AssetsYTD Return %
    MRK3.12N/A
    FOX3.08N/A
    JPM3.03N/A
    KKPNF2.96N/A
    WFC2.88N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:4.26B
    Category:Large Blend
    Annual Report Expense Ratio (net):0.79%

    Performance & Risk

    YTD Return:3.13%
    5y Avg Return:13.76%
    Rank in Category (ytd):11
    % Rank in Category (ytd):0.66%
    Beta (3y):0.82
    Morningstar Risk Rating:1

    Fund Summary

    The investment seeks capital appreciation; income is a secondary consideration. The fund 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. 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 it invests are primarily common stock. The fund may invest a significant portion (up to 35%) of its assets in foreign securities, which may include sovereign debt and participations in foreign government debt. View More
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