Franklin Mutual Global Fund Quote

MDISX Fund  USD 32.82  0.37  1.14%   

Performance

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Odds Of Distress

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Low
Franklin Mutual is trading at 32.82 as of the 23rd of July 2025; that is 1.14% up since the beginning of the trading day. The fund's open price was 32.45. Franklin Mutual has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 24th of April 2025 and ending today, the 23rd of July 2025. Click here to learn more.
The fund invests primarily in equity securities of U.S. and foreign companies that the investment manager believes are available at market prices less than their value based on certain recognized or objective criteria . The equity securities in which the fund invests are primarily common stock. More on Franklin Mutual Global

Moving together with Franklin Mutual Fund

  0.98TEBIX Franklin Mutual BeaconPairCorr
  0.96TEDMX Templeton DevelopingPairCorr
  0.98TEDIX Franklin Mutual GlobalPairCorr
  0.98TEDSX Franklin Mutual GlobalPairCorr
  1.0TEDRX Franklin Mutual GlobalPairCorr
  0.99TEFRX Templeton ForeignPairCorr

Franklin Mutual Fund Highlights

Fund ConcentrationFranklin Templeton Investments Funds, Large Value Funds, World Large-Stock Value Funds, World Large-Stock Value, Franklin Templeton Investments (View all Sectors)
Update Date30th of June 2025
Expense Ratio Date1st of May 2023
Fiscal Year EndDecember
Franklin Mutual Global [MDISX] is traded in USA and was established 23rd of July 2025. Franklin Mutual is listed under Franklin Templeton Investments category by Fama And French industry classification. The fund is listed under World Large-Stock Value category and is part of Franklin Templeton Investments family. This fund now has accumulated 8.95 B in assets with minimum initial investment of 100 K. Franklin Mutual Global is currently producing year-to-date (YTD) return of 13.03% with the current yeild of 0.02%, while the total return for the last 3 years was 13.74%.
Check Franklin Mutual Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Franklin Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Franklin Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Franklin Mutual Global Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Franklin Mutual Global Mutual Fund Constituents

MSFTMicrosoftStockInformation Technology
CFGCitizens Financial Group,StockFinancials
CCitigroupStockFinancials
WMBWilliams CompaniesStockEnergy
WFCWells FargoStockFinancials
RYLPFKoninklijke Philips NVPink SheetMedical Devices
NVSNovartis AG ADRStockHealth Care
NNGPFNN Group NVPink SheetInsurance—Diversified
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Franklin Mutual Global Risk Profiles

Franklin Mutual Against Markets

Other Information on Investing in Franklin Mutual Fund

Franklin Mutual financial ratios help investors to determine whether Franklin Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Franklin with respect to the benefits of owning Franklin Mutual security.
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