About FMBRX
Franklin Mutual Beacon Fund Class R6 is a global equity mutual fund designed to seek capital appreciation, with income generation as a secondary objective. Managed by Franklin Templeton, the fund principally invests in undervalued mid- and large-cap stocks, targeting companies across various sectors and geographical regions, with a notable focus on selecting securities perceived to be trading below their intrinsic value. Its portfolio typically maintains significant exposure to U.S. equities, often ranging between 20% and 75% of total equity holdings, while also incorporating international and emerging markets exposure. The fund’s investment approach combines fundamental analysis with a disciplined value strategy, emphasizing businesses with strong assets, solid management teams, and attractive valuations. As a result, it frequently holds concentrated positions in its top holdings, which span sectors such as financial services, healthcare, industrials, and consumer defense. Franklin Mutual Beacon Fund Class R6 is intended for institutional and retirement plan investors, as evidenced by its relatively high minimum investment requirement and competitive expense ratio. Its global diversification and value-oriented methodology position it as a core holding for those seeking long-term growth with a moderate risk profile in the global equity space.
Fund Family Franklin Templeton Investments
Category World Large-Stock Value
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol FMBRX
Share Class Class R6
Index MSCI World Value NR USD
FMBRX had a total return of 21.53% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.10%.
