Nasdaq - Delayed Quote USD

Franklin Mutual Shares Z (MUTHX)

25.57 -0.03 (-0.12%)
At close: 8:01 PM EDT

Investment Information

Min Initial Investment
1,000
Min Initial Investment, IRA
2.5
Min Initial Investment, AIP
0.25
Min Subsequent Investment
25
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Mid Atlantic Capital Corp
  • Mid Atlantic Capital Group
  • Pershing Retirement Plan Network
  • Mid Atlantic Clearing and Settlement

Fund Summary

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. It also invests in merger arbitrage securities and the debt and equity of distressed companies. The fund may invest a significant portion of its assets in foreign securities and participations in foreign government debt.

Fund Overview

Category Allocation--85%+ Equity
Fund Family Franklin Templeton Investments
Net Assets 7.42B
YTD Return 8.40%
Yield 1.83%
Morningstar Rating
Inception Date Jul 01, 1949

Performance & Risk

YTD Return 4.24%
5y Average Return 6.44%
Rank in Category (ytd) 25
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.18
Morningstar Risk Rating

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