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Lipper Leader Fund Ratings

Lipper Leader Fund Ratings | Total Return | Preservation | Consistent Return | Expense

18 Funds were named Lipper Leaders for Preservation as of November 30, 2008.

A Lipper Leader for Preservation is a fund that has demonstrated a superior ability to preserve capital in a variety of markets when compared with its asset class—equity, mixed equity or fixed income funds.

Some funds listed below have experienced negative returns over the past year. For standardized and most recent month-end performance, please click on the fund name below.

Under no circumstances does information about Lipper Leader funds constitute a recommendation to buy or sell funds, nor does it necessarily imply that a fund named as a Lipper Leader had the best performance within its category. Lipper Leader ratings are based on past fund performance, and past performance does not guarantee future results. Lipper Leaders are determined monthly using data available at the time of calculation; Lipper undertakes no responsibility for updating the calculations more frequently than monthly to incorporate more current data. Past performance does not guarantee future results.

Ratings are based on an equal-weighted average of percentile ranks over 3-, 5- and 10-year periods (if applicable).

Lipper Leaders for Preservation1
All ratings reflect Class A shares only. Other share classes may vary.

Preservation
As of November 30, 2008
Fund Classification 3-Year Period
Rating (# of Funds)
5-Year Period
Rating (# of Funds)
10-Year Period
Rating (# of Funds)
Franklin Adjustable US Government Securities Fund General Bond Funds 5 (4128) 5 (3659) 5 (2375)
Franklin Equity Income Fund Equity Income Funds 5 (9203) 5 (7387) 5 (3483)
Franklin Federal Limited-Term Tax-Free Income Fund Short-Intmdt Municipal Debt Funds 5 (4128) 5 (3659) N/A (N/A)
Franklin Large Cap Value Fund Large-Cap Value Funds 5 (9203) 5 (7387) N/A (N/A)
Franklin Limited Maturity US Government Securities Fund Short U.S. Government Funds 5 (4128) 5 (3659) 5 (2375)
Franklin Low Duration Total Return Fund Short Investment Grade Debt Funds 5 (4128) N/A (N/A) N/A (N/A)
Franklin MicroCap Value Fund Small-Cap Value Funds 5 (9203) 5 (7387) 5 (3483)
Franklin Rising Dividends Fund Multi-Cap Value Funds 5 (9203) 5 (7387) 5 (3483)
Franklin Templeton Conservative Target Fund Mixed-Asset Target Alloc Consv Funds 5 (1883) 5 (1180) 5 (589)
Franklin Templeton Corefolio Allocation Fund Multi-Cap Core Funds 4 (9203) 5 (7387) N/A (N/A)
Franklin US Government Securities Fund GNMA Funds 5 (4128) 5 (3659) 5 (2375)
Franklin Utilities Fund Utility Funds 5 (9203) 5 (7387) 5 (3483)
Mutual Beacon Fund Multi-Cap Value Funds 4 (9203) 5 (7387) 5 (3483)
Mutual Discovery Fund Global Multi-Cap Value 5 (9203) 5 (7387) 5 (3483)
Mutual European Fund European Region Funds 5 (9203) 5 (7387) 5 (3483)
Mutual Qualified Fund Multi-Cap Value Funds 5 (9203) 5 (7387) 5 (3483)
Mutual Shares Fund Multi-Cap Value Funds 5 (9203) 5 (7387) 5 (3483)
Templeton Global Long-Short Fund Long/Short Equity Funds 5 (9203) 5 (7387) N/A (N/A)
Footnotes
1. Preservation ratings reflect funds' historical loss avoidance relative to other funds within the same asset class. Preservation ratings are relative rather than absolute measures, and funds named Lipper Leaders for Preservation may still experience losses periodically; those losses may be larger for equity and mixed equity funds than for fixed income funds. The ratings are subject to change every month. Lipper ratings are not intended to predict future results, and Lipper does not guarantee the accuracy of this information.
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