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Franklin Mutual Shares Fund Class Z (MUTHX)

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25.03 -0.03    -0.12%
23/05 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  富兰克林邓普顿投资
Underlying:  S&P 500 TR
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 3.83B
Franklin Mutual Shares Z 25.03 -0.03 -0.12%

MUTHX Overview

 
Find basic information about the Franklin Mutual Shares Fund Class Z mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add MUTHX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change - 2.8%
Prev. Close25.06
Risk Rating
TTM Yield1.95%
ROE18.77%
Issuer富兰克林邓普顿投资
Turnover33.08%
ROA5.42%
Inception DateJul 01, 1949
Total Assets3.83B
Expenses0.75%
Min. Investment100,000
Market Cap58.02B
CategoryAllocation - - 85%+ Equity
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Franklin Mutual Shares Fund Class Z News


Franklin Mutual Shares Fund Class Z Analysis


Lance Roberts
Is This a 'Stealth' Bear Market? By Lance Roberts - May 26, 2025

Of course, you may be asking yourself what I mean by that. Historically, bear markets have tended to be pretty evident, as highlighted in the chart below. These bear markets are...

Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 985 950 1063 1230 1713 1726
Fund Return -1.48% -4.99% 6.34% 7.14% 11.37% 5.61%
Place in category 13 16 77 62 55 55
% in Category 24 27 78 56 51 68

Top Equity Funds by Franklin Templeton Investments

  Name Rating Total Assets YTD% 3Y% 10Y%
  Franklin Income A 28.5B 0.57 4.45 5.21
  Franklin Rising Dividends Adv 3.98B -2.73 6.85 10.24
  Franklin Rising Dividends A 18.03B -2.82 6.58 9.96
  Franklin Rising Dividends C 726.4M -3.05 5.78 9.14
  Franklin Rising Dividends R 169.11M -2.90 6.31 9.69

Top Funds for Allocation--85%+ Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Funds Growth Portfolio A 12.56B -3.70 11.04 9.54
  JHVIT Strategic Equity Allocation T 6.74B -0.28 10.33 9.07
  American Funds Growth Portfolio 52A 2.97B -3.67 11.00 9.50
  Franklin Mutual Shares A 2.56B -1.55 6.88 5.35
  Thrivent Series Aggressive Allocati 2.22B -4.15 7.72 8.65

Top Holdings

Name ISIN Weight % Last Change %
  Chevron US1667641005 2.58 137.19 -0.46%
  Bank of America US0605051046 2.49 44.05 -0.38%
  Elevance Health US0367521038 2.40 382.31 +1.68%
  Charter Communications US16119P1084 2.38 410.65 -0.12%
  Novartis ADR US66987V1098 2.35 112.35 -0.76%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Sell Sell Strong Sell
Technical Indicators Sell BUY Strong Sell
Summary Sell Neutral Strong Sell
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