About FBSAX
Franklin Mutual U.S. Mid Cap Value Fund Advisor Class is an actively managed mutual fund specializing in U.S. mid-cap equities. This fund's primary objective is to achieve a high total return by combining capital appreciation and income. It invests at least 80% of its net assets in equity securities of medium-sized U.S. companies that the management team identifies as undervalued relative to their intrinsic worth. The fund typically targets stocks in the middle 20% of the U.S. equity market by market capitalization, focusing on those with lower valuations or slower growth characteristics compared to the broader market.
The fund plays a significant role in the market by providing investors with diversified exposure to mid-cap value stocks, which can offer unique opportunities for growth and income while potentially reducing volatility relative to smaller-cap equities. Sector exposures often include utilities, financial services, industrials, consumer defensive, real estate, and energy. The Advisor Class is geared toward investors seeking a disciplined value-oriented approach to portfolio construction, emphasizing securities with attractive price-to-earnings ratios, healthy dividends, and steady cash flow generation. Managed by Franklin Templeton since 2001, the fund is an established option for those aiming to capture the value and growth potential of U.S. mid-cap companies.
Fund Family Franklin Templeton, Inc
Category Mid-Cap Value
Performance Rating Below Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol FBSAX
Share Class Advisor Class
Index Russell MidCap Value TR
FBSAX had a total return of 8.90% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.75%.
