FMSHX Mutual Fund

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 58 positions across sectors including Financials, Consumer Discretionary, Information Technology. Inception date: 2013-05-01.

FMSHX performance shows a YTD return of 5.42%. The 1-year return is 9.93% and the 5-year return is 8.17%. FMSHX dividend yield stands at 1.79%, paid semi-annually.

FMSHX top holdings include Amazon.Com Inc (7.9%), Microsoft Corp (6.4%), Apple, Inc (3.6%), Jpmorgan Chase (3.5%), Thermo Fisherscientific Inc. (2.5%). Go to all FMSHX holdings, FMSHX sectors, or FMSHX dividends.

FMSHX can be compared against other funds. Use FMSHX overlap to find shared positions, or FMSHX vs another fund for a side-by-side view. FMSHX alternatives are available via the screener, along with tax-loss harvesting opportunities.