About FBSRX
Franklin Mutual U.S. Mid Cap Value Fund Class R is a mutual fund focused on investing in mid-cap U.S. companies that are considered undervalued relative to their intrinsic worth. The fund primarily seeks to achieve a high total return by targeting stocks with solid fundamentals, which it believes offer attractive growth and value opportunities within the mid-cap segment. Its portfolio is diversified across sectors such as utilities, financial services, real estate, consumer defensive, technology, and industrials. Notable holdings include Entergy Corp, PNC Financial Services Group, PPL Corp, and Brixmor Property Group, among others. The fund is designed for retirement-focused investors, with a medium share class structure and an emphasis on value investing. By holding a concentrated allocation in its top holdings and maintaining an active turnover rate, the fund aims to capitalize on market inefficiencies while mitigating risk through diversified sector exposure. The fund’s management style and sector allocation contribute to its role as a specialized vehicle for investors seeking mid-cap value exposure in their diversified portfolios.
Fund Family Franklin Templeton, Inc
Category Mid-Cap Value
Performance Rating Below Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol FBSRX
Share Class Class R
Index Russell MidCap Value TR
FBSRX had a total return of 8.36% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.30%.
