FMSHX Mutual Fund
FMSHX Mutual Fund
Franklin Mutual Shares Fund Class R6
FMSHX Mutual Fund Overview
FMSHX Mutual Fund (Franklin Mutual Shares Fund Class R6) is managed by Franklin Templeton Investments (US) with $3.43B in net assets. FMSHX expense ratio is 0.70%, holding 60 positions across sectors including Financials, Unknown, Health Care. Inception date: 2013-05-01.
FMSHX performance shows a YTD return of 4.04%. The 1-year return is 12.42% and the 5-year return is 7.93%. FMSHX dividend yield stands at 1.82%, paid semi-annually.
FMSHX top holdings include Amazon.Com Inc (3.3%), Alphabet Inc Common Stock USD 0.001 (3.2%), Jpmorgan Chase (3.2%), Chevron Corp (2.9%), Haleon Plc - Common (2.7%). View all FMSHX holdings, sector breakdown, or dividend history.
FMSHX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FMSHX alternatives are available via the screener, along with tax-loss harvesting opportunities.