About MQIFX
Franklin Mutual Quest Fund Class Z is an open-end mutual fund designed to pursue capital appreciation as its primary objective, with income as a secondary consideration. The fund adopts a global allocation strategy, investing predominantly in undervalued equity securities of both U.S. and international companies, with additional allocations to bonds and cash. Employing a value-oriented approach, the fund targets mid- to large-cap stocks that are trading below their intrinsic value, according to fundamental analysis. Its portfolio typically comprises a significant portion of equities, as well as exposure to fixed income and, to a lesser extent, merger arbitrage and distressed securities. Notable sector exposures include financial services, healthcare, consumer defensive, and industrials. Franklin Mutual Quest Fund Class Z is structured to offer diversification across asset classes and geographic regions, with at least 40% of its assets in non-U.S. securities, providing investors with a balanced mix of growth and income opportunities. The fund is managed by a team that seeks to identify value-driven opportunities across global markets, appealing to investors seeking a disciplined value strategy within a diversified, multi-asset framework.
Fund Family Franklin Templeton Investments
Category Flexible Portfolio
Performance Rating Below Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol MQIFX
Share Class Class Z
Index Index is not available on Lipper Database
MQIFX had a total return of 19.35% in the past year, including dividends. Since the fund's
inception, the average annual return has been 29.32%.
