Mutual Funds - Latest Summary ( 31 Funds, 135 Classes )


Franklin Mutual Shares Fund

Multi-Cap > Value

TESRX rank - 91 of 172

The fund seeks primarily capital appreciation and secondarily income by investing in companies across any size in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in equity securi

YTD
-100%
2024
14.17%

Franklin Small-Mid Cap Growth Fund

Mid-Cap > Growth

FMGGX rank - 308 of 326

The fund seeks capital appreciation in the long term by investing in small-and mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in equity securities.

YTD
-100%
2024
12.63%

Franklin Equity Income Fund

NA > NA

FEIFX rank - 273 of 359

The fund seeks to maximize total return by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in equity securities, including securities convertible into c

YTD
-0.48%
2024
6.74%

Franklin Small Cap Growth Fund

Small-Cap > Growth

FCSGX rank - 295 of 425

The fund seeks capital appreciation in the long term by investing in small-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

The research process is driven by fundamental analysis of one stock a

YTD
4.68%
2024
11.89%

Templeton World Fund

Large-Cap > Core

TWDAX rank - 42 of 64

The fund seeks capital appreciation in the long term by investing in small-and mid-size companies outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in securities of compani

YTD
2.53%
2024
10.81%

Templeton Growth Fund, Inc

Multi-Cap > Core

TEGTX rank - 0 of 220

The fund seeks capital appreciation in the long term by investing in companies across any size outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in companies located anywhe

YTD
0%
2024
0%

Templeton Global Smaller Companies Fund

Small-Cap > Core

TGSAX rank - 9 of 49

The fund seeks capital appreciation in the long term by investing in small-size companies outside the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in companies

YTD
-100%
2024
5.93%

Franklin Natural Resources Fund

NA > NA

FNCRX rank - 23 of 66

The fund seeks high total return by investing in small-size companies outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team Invests in securities of companies in the natural resources

YTD
-100%
2024
-0.82%

Franklin Mutual Global Discovery Fund

Multi-Cap > Value

TEDIX rank - 0 of 39

The fund seeks capital appreciation by investing in companies across any size outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team Invests in securities of U.S. and foreign companies.

YTD
5.58%
2024
-6.31%

Franklin Mutual Financial Services Fund

NA > NA

FMFVX rank - 1 of 12

The fund seeks primarily capital appreciation and secondarily income by investing in companies across any size outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team Invests in securiti

YTD
-100%
2024
9.46%

Franklin Mutual Beacon Fund

Multi-Cap > Value

TEBIX rank - 32 of 39

The fund seeks primarily capital appreciation and secondarily income by investing in companies across any size outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team Invests in securiti

YTD
2.69%
2024
1.43%

Franklin Gold and Precious Metals Fund

NA > NA

FGADX rank - 47 of 50

The fund seeks primarily capital appreciation and secondarily current income by investing in companies across any size outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team Invests in

YTD
-100%
2024
26.51%

Templeton Emerging Markets Small Cap Fund

NA > NA

TEMZX rank - 105 of 446

The fund seeks capital appreciation in the long term by investing in small-size companies outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team focuses on securities of companies locat

YTD
-2.96%
2024
7.36%

Templeton Developing Markets Trust

NA > NA

TDADX rank - 291 of 446

The fund seeks capital appreciation in the long term by investing in companies across any size outside the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team focuses on secu

YTD
2.63%
2024
4.73%

Templeton International Equity Series

Multi-Cap > Core

TFEQX rank - 72 of 508

The fund seeks capital appreciation in the long term by investing in companies across any size outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests a significant portion of it

YTD
-0.39%
2024
-6.51%

Templeton Foreign Smaller Companies Series

Small-Cap > Core

TFSCX rank - 56 of 103

The fund seeks capital appreciation in the long term by investing in small-size companies outside the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team focuses on companies

YTD
1.94%
2024
-14.62%

Templeton Foreign Fund

Multi-Cap > Core

TFFAX rank - 29 of 508

The fund seeks capital appreciation in the long term by investing in small-and mid-size companies outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests a significant portion of

YTD
-1.74%
2024
-4.83%

Franklin Mutual European Fund

Multi-Cap > Core

TEMIX rank - 17 of 508

The fund seeks primarily capital appreciation and secondarily income by investing in companies across any size outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team focuses on securiti

YTD
0.81%
2024
0.56%

Franklin International Small Cap Growth Fund

Small-Cap > Growth

FKSCX rank - 6 of 30

The fund seeks capital appreciation in the long term by investing in small-size companies outside the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team focuses on internati

YTD
0%
2024
-100%

Franklin International Growth Fund

Multi-Cap > Growth

FNGZX rank - 199 of 221

The fund seeks capital appreciation in the long term by investing in mid-and large-size companies outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team focuses on companies located out

YTD
-100%
2024
0.3%

Templeton China World Fund

NA > NA

TACWX rank - 34 of 38

The fund seeks capital appreciation in the long term by investing in companies across any size in China.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

According to the investment team, China companies are companies that are org

YTD
-100%
2024
14.28%

Franklin Utilities Fund

NA > NA

FUFRX rank - 7 of 35

The fund seeks capital appreciation and current income by investing in companies in the United States.

The investment process is designed to invest in the securities of public utilities companies.

According to the investment team, these are companies that provide electricity, natural gas, water, and communications services to the public and companies that provide services to

YTD
0.22%
2024
16.79%

Franklin Real Estate Securities Fund

NA > NA

FSERX rank - 0 of 175

The fund seeks to maximize total return by investing in companies in the United States.

The investment process is designed to highlight companies operating in the real estate industry, including companies qualifying under federal tax law as real estate investment trusts.

The investment team also considers companies that derive at least half of their assets or revenues from t

YTD
-0.12%
2024
-7.33%

Franklin Biotechnology Discovery Fund

NA > NA

FBDIX rank - 47 of 60

The fund seeks capital appreciation by investing in small-size companies in the United States.

The investment process is designed to highlight biotechnology companies and discovery research firms.

The investment team considers a biotechnology company or discovery research firm is one that has at least 50% of its earnings derived from biotechnology activities, or at least 50%

YTD
0.73%
2024
-5.23%

Franklin Mutual U.S. Value Fund

Multi-Cap > Value

FBSAX rank - 90 of 172

The fund seeks high total return by investing in companies across any size in the United States.

The investment process is designed to highlight companies in the benchmark index that are trading at a discount to their estimated intrinsic value.

Next, the research team focuses on companies that may be out of favor for temporary reasons or due to actual or perceived cyclical o

YTD
0.33%
2024
2.29%

Franklin Growth Opportunities Fund

Multi-Cap > Growth

FGRAX rank - 232 of 315

The fund seeks capital appreciation by investing in small-and mid-size companies in the United States.

The investment process is designed to highlight companies in the benchmark index demonstrating accelerating growth, increasing profitability, or above average growth or growth potential.

Then the research team utilizes fundamental, bottom-up research to identify companies d

YTD
0.25%
2024
13.5%

Franklin Rising Dividends Fund

Large-Cap > Core

FRDAX rank - 136 of 527

The fund seeks capital appreciation and current income in the long term by investing in companies across any size in the United States.

The investment process is designed to highlight companies having a track record of consistently paying rising dividends, maintained or increased dividend rate during the last four consecutive years.

The investment team looks for companies th

YTD
2.06%
2024
0.65%

Franklin MicroCap Value Fund

Small-Cap > Value

FRMCX rank - 23 of 340

The fund seeks total return including long-term capital gain and current income or dividend.

The investment process starts with a list of companies with market capitalizations less than $500 million. The research team then with the help of quantitative analysis focuses on companies that are trading at discounts to their book values.

Next, the team also evaluates the reasons

YTD
-100%
2024
7.18%

Franklin Small Cap Value Fund

Small-Cap > Value

FRCSX rank - 225 of 340

The fund seeks long-term capital appreciation by investing in small-size companies in the United States.

The investment process starts with a list of companies included in the benchmark. The research team then with the help of quantitative analysis focuses on companies that are trading at discounts to their book values.

Next, the team also valuates the reasons for the stocks

YTD
-100%
2024
20.45%

Franklin DynaTech Fund

Large-Cap > Growth

FDNRX rank - 590 of 639

The fund seeks capital appreciation by investing in companies across market capitalizations in the United States.

The investment process uses fundamental, bottom-up research to identify companies demonstrating growth, quality and valuation characteristics.

Next, the research team looks for companies that have the potential for sustainable earnings and cash flow growth. The t

YTD
1.37%
2024
30.25%
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